Wealth Consultant with Military Background Hybrid - US

Marsh Region - Modern Woodmen of America

Wealth Consultant with Military Background

Full Time • Hybrid - US
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 Marsh 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:

Charlie Plunkett – From Military Service to Financial Guidance:
  • Charlie Plunkett transitioned from serving as a Blackhawk mechanic in the military to helping clients gain confidence in their financial futures. His passion for serving others drives his commitment to guiding families through financial challenges with care and clarity. For Charlie, success means making a positive impact while having the flexibility to be present for his own family and community.
Jonathan Marsh - Regional Director:
  • Personal Background: Father of two children and married for 25 years.
  • Outside Interests: Enjoys both golf and bass fishing, is very passionate about family.
  • Professional Journey: Began his career with Modern Woodmen in 2007; started his career as a UPS driver.
  • Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
Jim Brown - Financial Representative:
  • Managing Partner with Modern Woodmen since 2009.
  • Jim formerly worked for AFR Radio.
  • Personally: Passionate about running, has a wife Candace and 4 kids; his boys hold most of the MS Cross Country State Records.
Brandon Palmer - Financial Representative:
  • Began working for Modern Woodmen in 2021.
  • Brandon formerly worked for an insurance agency before making the transition to Modern Woodmen.
  • Personally: Serves as a youth pastor at his church; has a wife Casey, two daughters and an adopted son.
Steven Eaton - Managing Partner:
  • Began working for Modern Woodmen in 2010.
  • Was a general contractor before coming to Modern Woodmen.
  • Personally: Passionate about anything and everything baseball. Has a wife Jessica, and two sons. The oldest son is entering their business, the youngest son is playing baseball at Pearl River.
Ron Bradley - Managing Partner:
  • Started at Modern Woodmen in 2007.
  • Formerly was a business owner of his own lawn and spraying business. 
  • Personally: Married with 3 children. Loves all types of outdoor activities and is really big into travel baseball.
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 Marsh 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 ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

Compensation: $96,000.00 - $120,000.00 per year




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Why Should You Join Us?

Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers