Impactful Financial Advisor & Community Builder

Modern Woodmen; Shelby (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

A major fraternal benefit society in North Carolina is seeking a financial representative to help individuals achieve financial goals through tailored financial planning. The role requires integrity, leadership, and a passion for helping others. Responsibilities include providing financial guidance, building relationships, and participating in community impact initiatives. Candidates should have the ability to obtain necessary licenses and pass background checks. Benefits include medical insurance, retirement plans, and more.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain relevant licenses as required.
• Ability to pass background checks.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products.
• Build and strengthen long-term member relationships.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Community involvement

Job description

A major fraternal benefit society in North Carolina is seeking a financial representative to help individuals achieve financial goals through tailored financial planning. The role requires integrity, leadership, and a passion for helping others. Responsibilities include providing financial guidance, building relationships, and participating in community impact initiatives. Candidates should have the ability to obtain necessary licenses and pass background checks. Benefits include medical insurance, retirement plans, and more.