Wealth Consultant with Military Background

Company: Smith Region - Modern Woodmen of America
Location: Dallas
Posted on: February 14, 2026

Job Description:

Job Description Job Description 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 Smith 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. Our offices are located at: 3010 LBJ Fwy, Dallas, TX 75234 110 Greenhill Lane, Fate, TX, United States 7300 TX-121 Ste 300, McKinney, TX 75070 The Backbone of Our Success, Our Local Leaders: Tim Smith is a Regional Director who has been with Modern Woodmen for 12 years and took on his current role in 2018. A former Austin College football player, he now lives in Denton, TX with his wife. Tim was raised in an Air Force family and brings that foundation of support and accountability into his leadership. He is passionate about developing systems that empower motivated business owners. A devoted husband and father, he enjoys spending time with his family and supporting student athletes. Roque Moreira is a Manager based in Dallas who joined Modern Woodmen in November after previously working in management with a competitor. A family-oriented member of the LDS church, Roque has three boys and is actively involved in his church and community. He is a strong advocate for the Hispanic market and currently serves as President of the Greater North Texas Chamber of Commerce. Jackson Hauser is a Managing Partner based in Dallas who began his career with Modern Woodmen in 2016 after graduating from TCU. He has always aspired to work in a client-facing role and now leads a team of three. Jackson is married and passionate about sports, especially TCU and Dallas teams. He enjoys golfing, playing pickleball, and spending time with his golden retriever. Tim Eaton is a Managing Partner in Denton who transitioned to Modern Woodmen from a 17-year career in Bank of Americas mortgage division. A former Marine, Tim is deeply committed to supporting veterans. He recently married his wife Tiffany and has three sons. Known for his accountability and people-first leadership style, Tim is passionate about making a difference in the lives of those he leads and serves. Meghann Moon is a Senior Advisor and Investment Advisor Representative who came to Modern Woodmen after a 17-year career in hospitality sales and management. Outside of work, Meghann enjoys cooking, reading, traveling, and spending time with her husband and their two pets. She brings warmth, dedication, and a client-centered approach to her role in financial services. 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 Smith 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.

Keywords: Smith Region - Modern Woodmen of America, Waco , Wealth Consultant with Military Background, Sales , Dallas, Texas