Wealth Consultant with Military Background

Anderson Region - Modern Woodmen of America

Wealth Consultant with Military Background

Salt Lake City, UT +3 locations
Full Time
Paid
  • Responsibilities

    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 Anderson 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.

    Meet Our Team:

    Ryan Anderson - Regional Director:

    Personal Background: Devoted husband and father of two children.

    Outside Interests: Enjoys spending time with his wife and two kids, as well as watching Fighting Illini sports.

    Professional Journey: Graduated from the University of Illinois and immediately began a career with MWA in 2007.

    Vision at Modern Woodmen: Found a supportive career home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

    Jon Ostler - Managing Partner:

    Began his career with Modern Woodmen in 2013.

    Jon was formerly in manufacturing in the heat sensor and alarm industry before beginning with MWA.

    Personally: Jon enjoys spending time with his wife, five kids, and two grandkids. He also loves ATV riding, fishing, camping, and cheering for the Kansas City Chiefs, inspired by Coach Andy Reid's leadership and alignment with LDS values.

    Terry Downs - Financial Representative:

    Started with Modern Woodmen in 2004.

    Had a very successful career as a top salesman at a local phone store before starting with MWA.

    Personally: Very passionate and committed to career growth and wanting to help the younger generation grow in their career and prosper financially.

    Doug Hunt - Financial Representative:

    Began with Modern Woodmen in 2009.

    Doug was formerly a high school teacher and coached. Also ran his own tree service business.

    Personally: Very passionate about spending time with his family and working with his kids to help them get ahead. Enjoys running, biking, fishing, and watching college sports.

    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 Anderson 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:

    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.

  • Locations
    Salt Lake City, UT • Ogden, UT • St. George, UT • Lehi, UT