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 Michigan 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:

Scott McDonald Regional Director:

• Personal Background: Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
• Outside Interests: Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
• Professional Journey: Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on peoples lives.
• Core Values: Values strong personal connections and meaningful relationships, both professionally and personally.
• Vision at Modern Woodmen: Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.

Andrew Beers - Managing Director:

• How long with MWA: Started with Modern Woodmen in July 2014.
• Prior Experience: Just graduated college and was interviewing for financial planning/analyst roles. Found Modern Woodmen on CareerBuilder.com.
• Personally: Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.

Grace Braatz-Opper - Financial Representative:

• How long with MWA: Started with Modern Woodmen in 2015.
• Prior Experience: Was a senior in college, working full time, flipping houses, and coaching volleyball.
• Personally: Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fanGo Lions!

Chaz King - Financial Representative:

• How long with MWA: Started with Modern Woodmen in August 2014.
• Prior Experience: Worked in the entertainment business as a magician and hypnotist.
• Personally: Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.

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 Michigan 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 clear away financial burdens for families and contribute to the growth and success of the Region.

Flexible work from home options available.