Wealth Consultant with Military Background
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 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 people’s 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.
- 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.
- 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 fan—Go Lions!
- 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.
- 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.
- 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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