Wealth Consultant with Military Background

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

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Warren Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America :

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 Backbone of Our Success, Our Local Leaders :

Bart Warren

Regional Director, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. Hes been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.

Jill Hall

Jill served as an Administrative Assistant with Modern Woodmen for 4 years. Before joining the team, she spent 27 years in the education field. Jill enjoys crafting, working in the yard, and cherishes time spent with her three daughters and extended family.

Bryant Green

Bryant is a Financial Representative in Modern Woodmens Managing Partner program and has been with the organization for nearly 2 years. He brings nearly 15 years of experience from the financial industry, having worked with credit unions and banks. Bryant is married with four children and enjoys coaching his kids in their activities as well as playing basketball in his free time.

Lindsey White

Lindsey is a first-year Financial Representative with Modern Woodmen and is already off to a strong start. Prior to joining, she had a successful career in commercial real estate with Coldwell Banker. Lindsey made the transition to build something meaningful and make a lasting impact in her community. She is married to her husband Ryan, has two young children, and enjoys gardening and spending time with family and friends.

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.

About the Role :

We are looking for passionate and driven individuals to join our team as Financial Representatives in the Warren Region. In this role, you will :

• Provide tailored financial solutions to meet the needs of our members
• Build and maintain strong relationships within the community
• Engage in community service and outreach programs
• Support the growth and development of the local office under the guidance of our local team

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.

Next Steps :

If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.