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
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Boyle 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:
Tim Boyle
Tim is a highly experienced financial services professional with a strong background in cross‑functional team building and strategic sales planning. His leadership experience in developing teams, guiding sales strategy, and supporting professionals at every stage of growth has led him to his role as Regional Director at Modern Woodmen. He is passionate about creating strong, collaborative teams and building meaningful, long‑lasting client relationships.
Bart Warren
Managing Partner, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. He’s been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.
Annie LaMontagna
Annie is an Administrative Assistant at Modern Woodmen, where she's spent almost two years supporting her team through communication, event coordination, and recruiting. She graduated from Illinois State University and enjoyed creating a positive, organized experience for everyone she works with. Outside the office, she loves spending time with my family and friends, reading, and gardening.
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 Boyle 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.