Wealth Consultant with Military Background
full-time•Glendale•$97k - $192k
About this role
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- 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 Pogue 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.
The Backbone of Our Success, Our Local Leaders:
Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally.
Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for one and a half years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization.
Kallene Faris is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen who has been with them for 15 years, Kallene is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church.
Mandi Tracey is a Managing Partner with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well-being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places.
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 Pogue 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.
Other facts
Tech stack
Leadership,Discipline,Strategic Thinking,Adaptability,Resilience,Community Engagement,Financial Solutions,Relationship Building,Team Development,Mentorship,Training,Client Support,Outreach Programs,Positive Impact,Growth,Financial Services
About Pogue Region - Modern Woodmen of America
Owned and operated by members, we’re a fraternal benefit society that offers a unique blend of financial services, member benefits and community impact. Modern Woodmen exists to improve quality of life for our members and the hometown communities where they live, work and play.
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New to fraternals?
As a fraternal benefit society, we’re a little different than other financial organizations.
• We offer families financial security through life insurance, retirement planning and financial services.
• We foster quality family life through member benefits and local fraternal activities.
• We support community improvement through hometown volunteer projects that make an impact where our members live.
We've been protecting families and helping communities since 1883. Our 1,000+ representatives currently serve nearly 700,000 members and their hometowns nationwide. Together, we make a local impact. It’s how we do business.
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Want to hear more?
Check out our career opportunities and page updates to learn what we’re all about.
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Learn more about how we operate our social media pages at modernwoodmen.org/smterms.
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Forbes ranking information: https://www.modernwoodmen.org/about-us/news-and-media/modern-woodmen-of-america-named-one-of-the-worlds-best/
What you'll do
- As a Wealth Consultant, you will provide tailored financial solutions to meet the needs of members and build strong relationships within the community. You will also engage in community service and outreach programs while supporting the growth of the local office.
Ready to join Pogue Region - Modern Woodmen of America?
Take the next step in your career journey
Frequently Asked Questions
What does Pogue Region - Modern Woodmen of America pay for a Wealth Consultant with Military Background?
Pogue Region - Modern Woodmen of America offers a competitive compensation package for the Wealth Consultant with Military Background role. The salary range is USD 97k - 192k per year. Apply through Clera to learn more about the full compensation details.
What does a Wealth Consultant with Military Background do at Pogue Region - Modern Woodmen of America?
As a Wealth Consultant with Military Background at Pogue Region - Modern Woodmen of America, you will: as a Wealth Consultant, you will provide tailored financial solutions to meet the needs of members and build strong relationships within the community. You will also engage in community service and outreach programs while supporting the growth of the local office..
Why join Pogue Region - Modern Woodmen of America as a Wealth Consultant with Military Background?
Pogue Region - Modern Woodmen of America is a leading Financial Services company. The Wealth Consultant with Military Background role offers competitive compensation.
Is the Wealth Consultant with Military Background position at Pogue Region - Modern Woodmen of America remote?
The Wealth Consultant with Military Background position at Pogue Region - Modern Woodmen of America is based in Glendale, Colorado, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Wealth Consultant with Military Background position at Pogue Region - Modern Woodmen of America?
You can apply for the Wealth Consultant with Military Background position at Pogue Region - Modern Woodmen of America directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Pogue Region - Modern Woodmen of America on their website.