Associate Financial Representative

Modern Woodmen of America; Apex (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

100% paid medical and dental insurance

401(k) with employer match

Pension plan

Group life insurance

Expense‑paid trips, bonuses, and incentive programs

Job summary

Modern Woodmen of America in Apex, North Carolina is seeking individuals to join their financial planning team as Financial Advisors. This role focuses on building relationships with clients from various backgrounds and guiding them in their financial journeys. The company offers a structured development program, mentorship, and a comprehensive benefits package including paid medical insurance and a 401(k) plan. Advisors can earn between $50,000 to $80,000 in their first year, with no cap on potential earnings.

Qualifications

• Passion for helping others and strong integrity are essential.
• Must be coachable and willing to learn.
• Willingness to obtain required licenses with provided study materials.

Responsibilities

• Work with individuals, families, and business owners to build financial plans.
• Build long‑term relationships and collaborate with professionals.
• Grow within a structured development program.

Skills

Strong character and integrity

Coachable and willing to learn

Passion for helping others

Education

Ability to obtain required licenses

Job description

What you'll do

Work directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into Financial Advisor and beyond.

Who this role is for

You do not need a finance background. Many of our strongest advisors came from careers in sales, real estate, lending, consulting, education, ministry, the military, or business ownership.

What they had in common was not a perfect resume. It was character, coachability, community orientation, and the desire to build something of their own.

What you can expect to earn

First‑year advisors in our program typically earn $50,000 to $80,000 through a combination of our business development program, commissions, and bonuses. There is no cap on earnings. Compensation grows as your practice grows, and top advisors earn well into six figures.

Your career path

You will receive direct mentorship from a Managing Partner, Senior Advisors, and a dedicated Business Coach. Structured onboarding and ongoing coaching are built into the program. Advancement opportunities include Senior Advisor, Team Leader, and Managing Partner.

Education and licensing

All licensing study materials are provided at no cost. You will earn bonuses at key milestones as you progress through your licensing path.

Licensing includes Life Insurance, SIE, Series 6 or 7, and Series 65 or 66. No prior licenses required. We invest in you from day one.

Support

Will I have support, or am I on my own? You will work alongside a team of professionals with direct access to your Managing Partner, Senior Advisors, and a Business Coach. You are building your own practice, but you are never building it alone.

Compensation structure

Is this commission‑only from day one? We have a business development program designed to help you build momentum early. This is an entrepreneurial path, and the structure is built to help you grow your practice the right way.

Benefits

• 100% paid medical and dental insurance
• 401(k) with employer match
• Pension plan
• Group life insurance
• Uncapped performance‑based compensation
• Expense‑paid trips, bonuses, and incentive programs

Qualifications

Passion for helping others. Strong character and integrity. Coachable and willing to learn. Ability to pass a background check. Willingness to obtain required licenses, with study materials provided at no cost.