Wealth Consultant with Military Background
Job Description
Job DescriptionBenefits:
- 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 Glosson 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, 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.
Our thriving offices are located across several locations:
- The Regional Office can be found at 8981 Daniels Center Dr. Ste 210, Fort Myers, FL 33912.
- Our Naples Office is located at Ste 302, 3435 10th St N, Naples, FL 34103.
- The Punta Gorda Office is at Unit 116, 265 E Marion Ave, Punta Gorda, FL 33950.
- Our Cape Coral Office is located at NBR 1b4, 3046 Del Prado Blvd S, Cape Coral, FL 33904.
Meet Our Team:
Jarrett Glosson, Regional Director:
- Year Started with MWA: March of 2007
- Prior to MWA: Jarrett worked in media sales for Charter Media (now Spectrum), focusing on B2B and selling airtime.
- Passionate About: Outside of business, Jarrett is dedicated to his church and enjoys spending time with his wife, Autumn (married for 22 years), and their dog, Benson (a miniature Bernedoodle). He loves to travel, having visited 16 countries, with Italy being his favorite. Jarrett also has a strong passion for self-development and is a fan of the Tennessee Titans.
Christopher Schults, Financial Representative:
- Year Started with MWA: February of 2016
- Prior to MWA: Chris previously ran his own cabinet business and was a volunteer firefighter.
- Passionate About: Chris is deeply involved with his church and enjoys spending time with his wife, Alicia, and their three daughters. He combines his love for golf with fraternal work to give back to his community. Chris is a Tampa Bay Buccaneers fan and enjoys working out. Born and raised in Florida, he values his family and community.
Lenny Cannova, Financial Representative:
- Year Started with MWA: February of 2014
- Prior to MWA: Lenny was a pizza shop owner before deciding to transition into the Modern Woodmen role.
- Passionate About: Lenny enjoys spending time with his wife, Lynn, their two daughters, and their grandchildren. He is passionate about golf, boating, and working on motorized projects such as motorcycles, ATVs, and jet skis. Lenny is a member of a boat club and loves spending time on the water. He is also a Chicago Bears fan.
Kristina Ribali, Managing Partner:
- Year Started with MWA: March of 2020
- Prior to MWA: Kristina worked in non-profit and donor relations before joining Modern Woodmen.
- Passionate About: Kristina and her husband, JD, were instrumental in starting a campus of their church and are passionate about serving their community. They are dedicated to helping children become leaders through JDs BizKidz program, which provides coaching and opportunities for kids to sell products and compete for cash prizes. Kristina loves to mentor the children involved in these events.
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 Glosson 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.
