Entry Level Financial Advisor Jobs in California

At the Foster Region of Modern Woodmen of America, we’re looking for driven individuals to join our mission of helping members in our community achieve financial security. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders to quickly move into the leadership role of, Managing Partner. Our representatives and managing partners offer personalized financial solutions, and our supportive, community first culture ensures every team member grows both professionally and personally.

Are you a former athlete or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Foster Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.

Our Regions Vision:

Founded in 2013, our region has grown from the ground up to become the number one agency in the country, driven by a deep commitment to our core values of faith, family, and fraternal. These pillars have guided every decision we’ve made and are at the heart of our mission to build an organization of advisors who are not only highly skilled and competitive but also dedicated to living a lifestyle of significance. Over the past decade, our region has earned recognition as the top agency through prestigious awards like the President’s Achievement Award and the Regional Growth Award, which we've received multiple times for being the fastest growing region. Beyond business success, our commitment to making a positive impact in the communities we serve is reflected in the more than one million dollars we’ve contributed in fraternal expenditures. As we continue to grow, our focus remains on helping our clients achieve their goals while making a lasting, positive difference in the lives of those around us.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Check out the varying backgrounds of some of our local leaders:

Chad Foster - Regional Director

• Personal Background: Devoted father of two children, Casey and Collins and husband to his wife Casey; had many entrepreneurial endeavors growing up.
• Outside Interests: Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. Also loves spending time with the family playing golf, tennis or hanging out at the pool at the Mission Viejo Country Club. Also is active in their church that they love attending as a family.  
• Professional Journey: Began his career with MWA in 2008 after graduating from college and playing football.
• Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Bennett Sperber III - Managing Partner:

• Managing Partner with Modern Woodmen since 2016.
• Bennett worked in Construction as a Superintendent. Prior to his time at BLS Construction, Inc. he travelled around the world attempting to make a career out of professional soccer.
• Personally: Husband to his wife, Diem, and a father to his two children, Bennett Lee Sperber IV and Evangeline Anne Sperber. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.

Joshua Leung - Financial Representative:

• Been a Financial Representative with Modern Woodmen since 2018.
• Was a college student interning for another financial service firm. However, was looking at retail management or accounting as another option career wise and found Modern Woodmen.
• Personally: Really involved in his church/serving with my Bible study, but also loves playing music (guitar/drums/piano) and sports like basketball, surfing, and Spikeball. Is a big lover of trying new places to eat! 

Austin Beneteau - Financial Representative:

• Been a Financial Representative with Modern Woodmen since 2016.
• Was the general manager for a construction company located in the Coachella Valley.
• Personally: Has a wife and young boy. One of their favorite things has been going to zoos which his son enjoys. Golf has been great therapy while also being a fantastic date activity for his wife and himself. 

Perks/Benefits:

• Strong Income Opportunity. 
• Potential to earn client member leads. 
• Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
• Exclusive training/development with the financial services professional supporting you.
• An environment and culture of mutual support and growth.
• Attainment of prestigious credentials and recognition.
• Consistent opportunities for growing your income and character.
• Strong benefits and retirement package.
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

Qualifications:

• Team-Oriented
• Enthusiastic
• Positive Attitude
• Self-Starter
• Community-Focused
• Coachable
• Athletic Background (bonus)
• Military Background (bonus)
• Goal-Driven
• Willingness to Obtain State Insurance License
• College Degree Required (Bachelor’s)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.