Finance Team Managing Partner

Company: Smith Region - Modern Woodmen of America
Location: Dallas
Posted on: February 17, 2026

Job Description:

Job Description Job Description Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Smith Region of Modern Woodmen is actively looking for a Managing Partner for each of our markets, to spearhead the continued development and leadership of a team of financial representatives. If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of your completed SIE certification) and harbor a strong desire to lead and foster a team, then this opportunity could be an excellent match worth exploring! Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: https://www.linkedin.com/posts/timsmithmwa_we -are-elated-to-announce-modern-woodmen-activity- 7333502059075321856 - L4Fk/?utm_source=share & utm_medium=member_desktop &rcm=ACoAADcOGv4B- ETHmLNJkffUkFYpW80JI6Bvnxo Our offices are located at: 3010 LBJ Fwy, Dallas, TX 75234 110 Greenhill Lane, Fate, TX, United States 7300 TX-121 Ste 300, McKinney, TX 75070 Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes. Personal Milestone: Husband and father who loves spending time with his family. Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed. Roque Moreira: Role: Manager based in Dallas. Background: Previously in management with a competitor before joining MWA in November last year. Personal: Family-oriented LDS member with three boys, actively involved in church and community. Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce. Jackson Hauser: Role: Managing Partner (MP) based in Dallas. Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role. Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup. Office: Leads a team of three in Dallas. Tim Eaton: Role: Managing Partner (MP) in Denton. Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans. Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader. Meghann Moon: Role: FIC Investment Advisor Representative, Sr. Advisor. Background: Previously in Hospitality Sales & Management for about 17 years. Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets. About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve. Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader. Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one. Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same. Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change. Perks/Benefits: Starting income ranging from $97K to $192K, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher. Resources aligned to support you to recruit, train and develop the team of talented professionals. Exclusive training/development with the financial services professional supporting you. An environment and culture of mutual support and growth. Attainment of prestigious credentials and recognition. Consistent opportunities for growing your income and character. Strong benefits and retirement package. Dental, health, and vision insurance Flexible schedule Life insurance Professional development assistance Referral program We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth. Qualifications: Bachelor's Degree Ability and Desire to recruit, train and develop new financial representatives. Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. Required Active Financial Licenses: General Lines Life and Health Insurance SIE Series 6 or 7 Series 63 or 66 Series 26 Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Keywords: Smith Region - Modern Woodmen of America, Mansfield , Finance Team Managing Partner, Sales , Dallas, Texas