Investment Consultant and Manager

About Modern Woodmen : Modern Woodmen of America (MWA for short) 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.

About Jeremy Beck - Regional Director :

Jeremy Beck's personal journey is one of commitment and family devotion. As a father of two boys and a dedicated husband, Jeremy discovered his passion for financial services at the age of 13, inspired by witnessing a representative help his father earn success through financial planning.

Beyond his financial career, Jeremy finds joy in coaching and playing soccer, often spending his free time chasing his boys around the soccer field.

Professionally, Jeremy started at Modern Woodmen in a corporate role and recently realigned his path to merge his passions with the field.

His diverse experiences, including working with competitor companies, contribute to his unique perspective. Jeremy values authenticity, seeking individuals with a history of overcoming hardships and exceptional talent in their current positions.

Joining Modern Woodmen, Jeremy found a home in a region that prioritizes people, fosters a judgment-free environment, and passionately offers opportunities for families to create better lives.

Our Competitive Difference : At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact.

We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer.

At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself.

This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful.

Role Overview : As a Financial Consultant with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement.

This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

Key Responsibilities :

• Client Engagement :
• Provide tailored financial solutions to meet the unique needs of our members.
• Build and maintain strong, lasting relationships with clients.
• Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
• Team Leadership and Development :
• Recruit, train, and mentor new financial representatives.
• Develop and lead a high-performing team to achieve collective and individual goals.
• Foster a culture of continuous learning and professional development within the team.
• Community Involvement :
• Actively participate in community service and outreach programs.
• Represent Modern Woodmen of America in local events and initiatives.
• Engage in fraternal programs that directly benefit local communities.
• Business Growth :
• Drive the growth and success of the local office.
• Develop and implement strategies to expand the client base.
• Monitor and manage team performance to ensure alignment with organizational goals.

Perks / Benefits : Starting income is commensurate with experience and includes exclusive training and development with financial services professionals.

Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character.

Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

Qualifications :

• Desire to create deep rooted connectedness in your community.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
• Some experience as a Financial Advisor, Financial Planner or similar is preferred.

Active Licenses / Certifications :

• Life License
• FINRA

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.