Wealth Consultant with Military Background

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser 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 experiencestrategic thinking, adaptability, and resilienceinto 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, were 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, weve 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 :

Danny Nungesser - Regional Director :

• Personal Background : Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia.
• Professional Journey : Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
• Core Values : Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
• 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.

Kevin Callison - Managing Partner :

• Personal Background : Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
• Professional Journey : Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in peoples lives.
• Core Values : Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.

Evan Davis Managing Partner :

• Personal Background : Recently became a father and lives with his wife in Dawsonville. A former college soccer player who graduated from North Georgia. Enjoys deer hunting and stays connected with family in Griffin, Georgia.
• Professional Journey : Joined Modern Woodmen right out of college in July 2020 and quickly excelled, earning the role of Managing Partner within a few months. His competitive spirit and dedication have driven his rapid success in the organization.
• Core Values : Believes in hard work, perseverance, and the power of mentorship. Strives to lead by example and support his teams growth. Values both personal and professional development while maintaining strong family ties.

Patrick Hanlon Financial Representative :

• Personal Background : Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
• Professional Journey : A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
• Core Values : Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.

Tricia Bethel Financial Representative :

• Personal Background : A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta Countys first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
• Professional Journey : After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where shes spent the past three years helping others build stronger financial futures. Shes especially focused on empowering and educating women in wealth building.
• Core Values : Tricia believes in service, leadership, and the power of education. Shes committed to making a lasting impact by helping clientsespecially womengain confidence and clarity in their financial lives.

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 Nungesser 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.