Intern Advisor Jobs in Dallas, TX (NOW HIRING)

Modern Woodmen of America as a company

Since 1883, we've been focused on securing futures with financial guidance and products to help members protect their families and their futures.

By providing our products and services we are able to fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a fraternal organization, we aren't scared to get messy. We paint park benches, serve meals to those in need and play in dodgeball tournaments; all to raise funds and support our community. Our team here in the Greater Dallas/East Texas Metroplex area supports growth professionally and personally.

North Central Texas Region Values and Mission Statement

In our local region covering Cooke, Denton, Collin, Dallas, Ellis counties and further east, we believe our ideal employee embodies and believes in the following ideals:

• Devoted Team-Player: The success of the team is the most important; Senior representatives assist new ones, and we encourage team-advising with clients.
• Relationship Minded: We manage relationships, not assets. If your clients and members become close confidants and feel the care you have for them and their family or business, they become clients for life.
• Valued Citizen: Our fraternalism and community-service is unmatched in the industry. Above all of this, we develop our representatives to become community pillars. Demographically and geographically, our representatives are seen as people who can be counted on and called on in times of need or leadership.

All of this culminates in our mission statement of "Impacting through Relationships."

What you can expect to do as a Financial Services Summer Intern:

Prior to the internship, you are required to pass or currently hold your General Lines Life, Health, and Accident license as well as begin studying for your Securities Industry Essentials (SIE) Exam, with the requirement to take your first attempt by June 30th of the internship. Lastly, you will enter into a “Bootcamp” for two full-days the week prior to the start of the internship for training.

The internship will last approximately 10 weeks (first Monday of June through first full week of August). During the internship you will be partnered with a senior advisor and/or Managing Partner to observe and assist in planning for their clients and observe how we map out their financial futures by providing guidance and recommendations through our state-of-the-art tools. In addition to meeting with clients, you'll participate in fraternal activities such as Trivia nights, food drives and raffle fundraisers as well as partake in prospecting activity alongside your partnered advisor. There is also a weekly five-hour classroom requirement to learn more about how advisors operate their businesses and practices as well as learn about products and strategies used in the meetings you shadow.

Requirements of the internship include: Completing all Licensing (Insurance and SIE), completing your “Modern Woodmen Business Plan” including market development, and onboarding ten (10) clients with your partnered senior advisor or Managing Partner, either through your prospecting effort or theirs.

The intent of this internship is to develop students we believe would be a fit for our culture, planning process, and the industry to begin developing their skill in planning, completing required licensing, and building their practice alongside a mentor who incorporates you into theirs as well. Those who are not currently interested or investigating the financial planning profession need not apply.

This internship is great for those who …

• Have an entrepreneurial spirit.
• Are comfortable approaching people.
• Have desire and determination.
• Are coachable and willing to learn.
• Want to help others.
• Have a positive attitude, good character, and integrity.

As an intern, you’ll enjoy …

• Paid internship experience!
• Commissions + $3,000 for the 10 weeks. The $3,000 is paid by completing the following accomplishments:
• $1,000 for Passing the SIE
• $1,000 for first five (5) client cases
• $1,000 for second five (5) client cases
• Total Compensation averages $5,000 for the summer, but may differ by intern due to commissions.
• Firsthand experience in a growing industry.
• Mentorship and networking opportunities.
• Paid for licensing (General Lines, SIE, Series 7, and Series 66/63).
• A flexible schedule that lets you maintain a great school/work-life balance.
• Possibility of a full-time employment offer at the completion of the internship.

Requirements To Apply:

• Must be staying in the North Central Texas area during the summer.
• Must have reliable transportation as you will be expected to commute to the shadowing opportunities throughout the region.
• Must possess a strong desire to pursue a career in Financial Advising after graduation.
• Preferred, but not required: graduation must be before 2028