Financial Services Product Specialist

Rock Island, IL
1701 1st Ave
Rock Island, IL 61201, USA

Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly‑owned subsidiary of Modern Woodmen of America, as a Financial Services Product Specialist and play a key role in shaping a dynamic investment product lineup. You will dive into market research and collaborate on the analysis of securities offered through our broker/dealer, including mutual funds, ETFs, REITs, annuities, college savings plans, and more.

Your insights will help ensure our products remain competitive, relevant, and aligned with client needs. This is your opportunity to grow your expertise in investment products, industry regulations, and best practices while making a meaningful impact.

• Research and evaluate investment products (e.g., annuities, mutual funds, ETFs, REITs, private equity/debt, variable life, advisory products).
• Perform due diligence and risk assessments.
• Match products to client needs (e.g., income, accumulation, wealth transfer).
• Communicate product features and changes to leadership.
• Create and maintain training materials.
• Provide product support via phone/email.
• Present internally on products and sales processes.
• Maintain records and agreements.
• Support systems like MyView, Right Bridge, Docupace.
• Track and report production metrics.
• Collaborate with marketing, training, compliance, and operations to educate representatives.

• Bachelor’s degree. Experience with investment products preferred.
• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. We provide time to study during work hours to help you achieve this goal. Work towards FLMI designation.
• Strong communication, analytical, organizational, and collaboration abilities.
• Proficiency in Microsoft Office, Teams, and Zoom.
• Detail‑oriented, adaptable, and able to work across all U.S. jurisdictions.
• Clean securities background.

• Pay: The hourly pay for this position is $25.75. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: Full‑time hybrid, hourly position: 37.5 hours per week (7.5 hours per day), Monday‑Friday, with flexible start time between 7 a.m.–9 a.m. Hybrid positions work at least four days in office each week. Employees beginning in a new hybrid role will work on‑site during the initial training period, which may be up to one year.
• Stability: Modern Woodmen provides long‑term decisions that support employees, financial representatives, and members.
• Respect for personal time: Vacation, sick leave and 11 paid holidays.
• Professional growth: Educational offerings to enhance your knowledge of our industry.
• Benefits package:
  • Company‑paid retirement plan
  • Matching 401(k) plan
  • Employee Impact Bonus
  • Medical, dental and prescription drug insurance (company pays 100% of employee premiums and 50% of dependents)
  • Group term life insurance
  • Long‑term and short‑term disability
  • Voluntary benefits: vision, flexible savings accounts, accident insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.

Equal Opportunity Employer – This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.