Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re 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, we’ve 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.
Wealth Consultant with Military Background
Location
United States
Posted
3 days ago
Salary
$82K - $152K / year
Seniority
Mid Level
No structured requirement data.
Job Description
- 401(k)
- 401(k) matching
- Company parties
- Flexible schedule
- Opportunity for advancement
- Training & development
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re 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, we’ve 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.
- Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia.
- Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
- Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
- Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
- Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives.
- Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.
- Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
- Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
- Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.
- Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
- Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building.
- Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives.
- 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.
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser 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
- 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
Flexible work from home options available.
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