Wealth Consultant with Military Background

Frey Region - Modern Woodmen of AmericaOshkosh, WI
3d$97,000 - $192,000Remote

About The Position

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Frey 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 experience, strategic thinking, adaptability, and resilience, into 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, 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. Meet Our Regional Director: Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmen’s mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. 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 in the Frey Region.

Responsibilities

  • 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

Benefits

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Life insurance
  • Professional development assistance
  • Referral program
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