What are the responsibilities and job description for the Financial Service Summer Internship (Paid--DFW Metroplex) position at Modern Woodmen of America?
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:
During the 10 weeks of the summer internship, you'll shadow with senior advisors and their clients to 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. 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.
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!
- 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.
- Expected graduation must be before 2027.
