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Wealth Consultant with Military Background

2 days ago


Lincoln, United States Erickson Region - Modern Woodmen of America Full time

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 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 Sean Erickson - Regional Director:Personal Background: Devoted father and husband; found his passion for financial services while in school. Outside Interests: Love watching the Nebraska Cornhusker in all sports and is a huge fan of the Denver Broncos. Professional Journey: Was a student going to school for computers as well as bartending before starting with Modern Woodmen. Vision at Modern Woodmen: Found a supportive home in a region that prioritized people, offering a judgment‑free environment, and empowering families to build better lives. Masen Needles - Managing Partner:Managing Partner with Modern Woodmen for 4 years. Masen was formerly a manager of 9‑Round fitness centers in Lincoln, NE. Personally: Still into his fitness and makes sure he helps others out with that as well. Married and loves spending time with his family. Aaron Farver - Managing Partner:Managing Partner with Modern Woodmen for 3 years. Masen was formerly a student at the University of Nebraska‑Lincoln. Personally: Recently got married in October and lives in Lincoln with his wife Hope Aaron is into movies as well as hanging out with friends Ashley Davidson - Financial Representative:Financial Representative with Modern Woodmen for 3 years. Very involved with our fraternal side as well as a top producer of the company. Personally: Ashley plays a lot of volleyball and just loves hanging out with Family and Friends. Andrew Moser - Financial Representative:Financial Representative with Modern Woodmen for 2 years. Came to Modern Woodmen from Carvana and before that worked at the University of Nebraska‑Lincoln in the event department. Personally: Very devoted family man, he and his wife have 2 children of their own and he just adopted the 2 children. 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 Erickson 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. Additional Flexible work from home options available. #J-18808-Ljbffr