Associate Financial Representative

Modern Woodmen of America; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

100% Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory Pension plan

Performance-based compensation with uncapped potential

Performance-based compensation withunc

Job summary

A leading fraternal benefit society in Raleigh seeks an Associate Financial Representative to help individuals and businesses with their financial goals. The role emphasizes building long-term relationships, implementing tailored financial strategies, and offers mentorship and professional development. Candidates should have integrity, a passion for helping others, and the ability to obtain necessary licenses. Benefits include full medical insurance, a retirement plan, and performance-based compensation.

Qualifications

• Ability to pass a background check (regulatory, criminal, and financial).
• Ability to obtain or currently hold required licenses.
• Strong character, integrity, and professionalism.

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 tax professionals, attorneys, and business owners.
• Grow within a structured development system with ongoing coaching.

Skills

Passion for helping others

Strong character and integrity

Coachable and growth-oriented mindset

Coaching & mentoring

Education

Life Insurance License

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 Investment 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, 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, performance-based role designed for long-term career growth.

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’re looking for a traditional salaried desk job, this role is likely not a fit.

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

• Direct mentorship from - 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 & 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. 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 & Rewards

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

Equal Opportunity Statement

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