Wealth Consultant with Military Background

Job Description

Job DescriptionBenefits:

• 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 New England Region of 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, were 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, weve 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 Team:

Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA/Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.

Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.

Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiance, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.

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 New England 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 help you recruit, train, and develop a 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 ease financial burdens for families and contribute to the growth and success of the Region.

Flexible work from home options available.