Wealth Consultant with Military Background

Pogue Region - Modern Woodmen of America

Wealth Consultant with Military Background

Loveland, CO
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

    Stock options plan

    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 Pogue 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:

    Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally.

    Jacob Plowman is a Regional Recruiter with Modern Woodmen and has been with the organization for one and a half years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization.

    Ely Lambert is a Financial Representative and Business Mentor with over 11 years of experience. Originally from Illinois, Ely previously served as a pastor before entering the financial services field. He first moved to the Midwest as a Managing Partner and later relocated to work alongside Regional Director Jim Ed Pogue to help grow the business. Ely is deeply dedicated to helping individuals achieve financial security and long-term success.

    Coleen Faris is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen, Coleen is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church.

    Tyler Clark is a Managing Partner with Modern Woodmen and brings a combined eight years of experience in financial services and client support. Prior to joining MWA, he worked as a financial services representative for three years and in client services for five. Tyler enjoys spending time outdoors, golfing, and being on the lake with his wife and two daughters.

    Mandi Tracey is a Financial Representative with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well-being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places.

    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 Pogue 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 clear away financial burdens for families and contribute to the growth and success of the Region.

    Flexible work from home options available.