Endeavor Advisors
Associate financial advisor
Prepare for client meetings with the Lead Advisor, determine account types for clients, and actively communicate with clients for documentation and follow-ups.

Foote Region - Modern Woodmen of America
·4 days agoFoote Region - Modern Woodmen of America
·4 days agoLocation
remote, Jonesborough, TN, United States
Commitment
Full Time
Level
Entry with Degree
Are you someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Foote Region at Modern Woodmen of America is ready to add a new Financial Advisor 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.
At the Foote Region of Modern Woodmen of America, we are committed to identifying and cultivating local leaders who want to make a lasting difference in their communities. Guided by our vision to be the premier provider of financial services and community philanthropy, we set the standard for generosity and member care. Our core values serve as the pillars of excellence, shaping how we grow individually and as a team. Beyond financial services, we invest deeply in giving back—partnering with organizations such as the Boys & Girls Club, where we’ve provided everything from Christmas gifts for children to ongoing volunteer support. We also work closely with local schools, honoring teachers with appreciation events and classroom supply drives. For those eager to transition into a meaningful career as a financial representative, the Foote Region offers not just a path to professional growth, but a chance to create impact that lasts for generations.
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.
Blake Foote is Regional Director for Modern Woodmen Fraternal Financial, where he focuses on advisor growth and leadership development across Eastern and Central Tennessee. With more than 12 years in financial services and a family legacy of over 50 years with Modern Woodmen, he brings deep knowledge and a passion for helping others succeed. Outside of work, Blake is a competitive golfer and enjoys an active family life with his two sons.
Charlie Pratt is a Financial Representative with Modern Woodmen, beginning his career in 2016 straight out of college. He is passionate about making a meaningful impact on families and his community, staying deeply involved in church activities and local events. Outside of work, Charlie finds fulfillment in serving others and building lasting relationships through his community engagement.
This is a commission-based opportunity. Earnings are based on individual production and performance.
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.
Endeavor Advisors
Prepare for client meetings with the Lead Advisor, determine account types for clients, and actively communicate with clients for documentation and follow-ups.

Choreo
Assist in managing client relationships as part of the client service team. Participate in client and prospect meetings, prepare investment analysis, and develop financial plans using eMoney software. Manage workflows and documentation in the CRM, while ensuring compliance requirements are met.

Corebridge Financial
Meet with clients to plan their financial future, utilizing company-provided technology and tools. Use marketing support to expand business and reach new customers. Collaborate with co-workers and the District Vice President to learn new skills and best practices.

Truist Bank
Manage a portfolio of mass affluent clients, providing personalized service and delivering a range of banking, mortgage, planning, investments, and insurance solutions. Conduct financial planning analysis, monitor investment accounts, and ensure compliance with regulatory frameworks.

Corebridge Financial
Meet with clients to plan their financial future, utilizing company-provided technology and tools. Use marketing support to expand business and reach new customers. Collaborate with co-workers and District Vice President to learn new skills and best practices.

Corebridge Financial
Meet with clients to plan their financial future, utilizing company-provided technology and tools. Use marketing support to expand business and reach new customers. Collaborate with co-workers and District Vice President to learn new skills and best practices.

Truist
Manage a portfolio of mass affluent clients, providing personalized service and delivering a range of banking, mortgage, planning, investments, and insurance solutions. Conduct financial needs assessments and collaborate with financial advisors on investment accounts.