Associate Financial Representative

Modern Woodmen of America; Cary (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

100% Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory Pension plan (5 year vested)

Group term life insurance

Bonuses, incentive trips, and recognition programs

Bonuses and trips

Job summary

A financial services organization seeks an Associate Financial Representative to assist individuals and businesses in achieving their financial goals. This role emphasizes relationship building and offers a structured career path with mentorship. Candidates should possess a passion for helping others, strong integrity, and a growth-oriented mindset. Comprehensive benefits, including fully paid medical insurance and a retirement plan, are provided, making this an excellent opportunity for individuals looking to impact their clients' financial futures.

Qualifications

• Passion for helping others improve their financial lives.
• Strong character, integrity, and professionalism.
• Coachable and growth oriented mindset.
• Ability to pass a background check (regulatory, criminal, and financial).
• Ability to obtain or currently hold required licenses.

Responsibilities

• Work with individuals, families, and business owners to identify financial goals.
• Create and implement tailored financial strategies.
• Build long term client relationships through trust and service.
• Develop a local client base through referrals, networking, and community involvement.
• Collaborate with professionals such as tax professionals, attorneys, and business owners.
• Collaborate with professionals such as tax professionals, attorneys, and business owners.

Skills

Passion for helping others improve their financial lives

Strong character, integrity, and professionalism

Coachable and growth oriented mindset

Regulatory background check

Licensing eligibility

Education

Ability to obtain or currently hold required licenses

Tools

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

Modern Woodmen of America is one of the nation’s largest fraternal, not for profit, benefit societies. We are dedicated to helping families protect their futures while strengthening the communities we serve from when we were founded in 1883.

Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors to build their book of business with true independence, flexibility, and control. It gives you the ability to grow your practice on your terms while benefiting from a platform designed to support long term client relationships and sustainable growth.

About the Role

As an Associate Financial Representative, our fast track to Financial Advisor, you will:

• Work with individuals, families, and business owners to identify financial goals
• Create and implement tailored financial strategies
• Build long term client relationships through trust and service
• Develop a local client base through referrals, networking, and community involvement
• Collaborate with professionals such as tax professionals, attorneys, and business owners
• Grow within a structured development system with ongoing coaching

This is a relationship driven profession built for people who want long term career growth and ownership.

Who This Role Is For

This opportunity is well suited for:

• Career changers seeking ownership, growth, and purpose
• Business owners or former business owners
• Professionals from sales, real estate, lending, consulting, coaching, or leadership backgrounds
• Individuals who enjoy building long term relationships and being active in their community
• If you prefer a traditional salaried desk role with no client development, this is probably not the right match.

Career Path and Development

You will not be expected to navigate this career alone. You’ll receive:

• Direct mentorship from our Managing Partner, Senior Advisors, and our Business Coach
• A structured onboarding and development roadmap
• Ongoing coaching and accountability
• Clear advancement opportunities into Senior Advisor, Team Leader, and Managing Partner roles

Education, Licensing and Support

All required education materials are provided at no cost. Candidates receive bonuses upon successfully passing licensing exams, participate in regular meetings, and coaching while studying.

Specific licensing depends on your track and client focus, and we map it out with you. Licensing includes:

• Life Insurance License
• FINRA Securities Industry Essentials (SIE)
• Series 6 or Series 7
• Series 65 or Series 66

Qualifications

• Passion for helping others improve their financial lives
• Strong character, integrity, and professionalism
• Coachable and growth oriented mindset
• Ability to pass a background check (regulatory, criminal, and financial)
• Ability to obtain or currently hold required licenses

Benefits and Rewards

• 100% Paid medical and dental insurance
• 401(k) retirement plan with company match
• Noncontributory Pension plan (5 year vested)
• Group term life insurance
• Compensation is performance based with uncapped upside
• Bonuses, incentive trips, and recognition programs

Equal Opportunity Statement

Modern Woodmen of America is committed to diversity and inclusivity in the workplace.