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.

Lee Region - Modern Woodmen of America
·4 days agoLee Region - Modern Woodmen of America
·4 days agoLocation
remote, AL, 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 Lee 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 Lee Region - Modern Woodmen of America, our vision is to build a thriving team dedicated to strengthening families and businesses across Alabama by providing clarity, guidance, and financial security. We believe lasting success begins with relationships, and our mission is rooted in serving others with integrity, compassion, and purpose. Beyond financial planning, we are deeply committed to giving back to the communities we call home, supporting local schools, pregnancy resource centers, and a wide range of charities that make a meaningful difference in people’s lives. By joining our team, you’ll be part of a culture where professional growth and community impact go hand in hand, empowering you to build a career with purpose and limitless potential.
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.
Cameron Lee is a Regional Director with Modern Woodmen of America, where he leads advisor growth and development across Alabama. Since starting his career with Modern Woodmen in October 2008, he has been dedicated to fostering teamwork, building strong relationships, and helping families and businesses achieve financial security. Cameron is passionate about developing advisors into leaders and creating a culture of trust and collaboration. Outside of work, he enjoys deer hunting, playing music, golf, and serving in his church community, all of which reflect his love for connection, teamwork, and faith.
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.