Very involved, willing to work around my schedule. Made it much easier to work with my current employer while considered the transition. Very professional and polite as well. Highly recommend.
I applied in-person. The process took 2 weeks. I interviewed at Modern Woodmen (Ontario, CA) in Oct 2025
Interview
It was great. My advice to anyone interested is to make sure financial advising is something you are interested in. If it is not, the interviewer will know. Try to speak about your values, experiences, and how the community around you has shaped you.
when you apply, they send you an email to complete an online interview thing. you willl have 2 options: video or written. they recommend that you do the video one. after that they will reach out to you and schedule a phone call if they think that you are a good fit.
Interview questions [1]
Question 1
1. tell me about yourself.
2. Our Region has the following position openings: 1. Entry-Level Financial Representative. 2. Experienced Investment Advisor. 3. Managing Partner (focused on operations, team leadership and growth). Please specify which role you are interested in and Why?
3. What else from your past experiences or your vision for your future actions would you like to share, as they pertain to information that would be helpful in our consideration of you?