Independent Financial Advisor: Grow Your Practice

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

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.

Skills

Passion for helping others

Strong character and integrity

Coachable and growth-oriented mindset

Education

Life Insurance License

Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

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.