Financial Service Summer Internship 2026 (Paid--DFW Metroplex) jobs in United States
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Modern Woodmen of America ยท 3 weeks ago

Financial Service Summer Internship 2026 (Paid--DFW Metroplex)

Modern Woodmen of America is a fraternal organization focused on securing futures with financial guidance and products. The Financial Services Summer Internship offers students the opportunity to work alongside senior advisors, assisting in client planning and participating in community activities while gaining valuable industry experience.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Alexandria Cole
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Responsibilities

Pass or currently hold your General Lines Life, Health, and Accident license
Begin studying for your Securities Industry Essentials (SIE) Exam, with the requirement to take your first attempt by June 30th of the internship
Enter into a 'Bootcamp' for two full days the week prior to the start of the internship for training
Be partnered with a senior advisor and/or Managing Partner to observe and assist in planning for their clients
Participate in fraternal activities such as Trivia nights, food drives and raffle fundraisers
Partake in prospecting activity alongside your partnered advisor
Complete all Licensing (Insurance and SIE)
Complete your 'Modern Woodmen Business Plan' including market development
Onboard ten (10) clients with your partnered senior advisor or Managing Partner

Qualification

General Lines LicenseSecurities Industry EssentialsFinancial AdvisingEntrepreneurial SpiritCoachableCharacterPositive AttitudeIntegrity

Required

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 fall 2027
Prior to the internship, you are required to pass or currently hold your General Lines Life, Health, and Accident license
Begin studying for your Securities Industry Essentials (SIE) Exam, with the requirement to take your first attempt by June 30th of the internship
Complete all Licensing (Insurance and SIE)
Complete your 'Modern Woodmen Business Plan' including market development
Onboard ten (10) clients with your partnered senior advisor or Managing Partner, either through your prospecting effort or theirs

Benefits

Paid for licensing (General Lines, SIE, Series 7, and Series 66/63)
Mentorship and networking opportunities
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

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase