Associate Financial Representative

Modern Woodmen of America; Pittsboro (NC); On-site; USD 45,000 - 65,000; 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)

Compensation is performance based with uncapped upside

Performance-based compensation with un

Job summary

A leading fraternal benefit society is seeking an Associate Financial Representative in Pittsboro, NC. This role involves working with clients to identify financial goals, create personalized strategies, and build long-term relationships. Candidates with backgrounds in sales or consulting will thrive, as the position emphasizes community involvement and personal growth. Benefits include 100% paid medical insurance, a 401(k) plan, and performance-based compensation with uncapped potential.

Qualifications

• Ability to pass a background check (regulatory, criminal, and financial).
• Ability to obtain or currently hold required licenses.
• Willing to be coached and grow within the role.
• Able to pass regulatory, criminal, and financial background checks.
• Able to obtain or currently hold required licenses.

Responsibilities

• Work with individuals and families 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 and networking.
• Collaborate with tax professionals, attorneys, and business owners to coordinate plans.
• Grow within a structured development system with ongoing coaching.

Skills

Passion for helping others

Strong character and integrity

Coachable and growth oriented

Licensing readiness

Background check clearance

Education

Life Insurance License

FINRA 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.