Path to Independent Financial Advisor

Modern Woodmen of America; Burlington (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

100% Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory Pension plan

Group term life insurance

Bonuses and recognition programs

Job summary

A leading fraternal benefit society is seeking an Associate Financial Representative to work with clients, creating tailored financial strategies and building long-term relationships. Ideal candidates will have a passion for helping others and a growth-oriented mindset. This role offers mentorship, structured development, and performance-based compensation. Candidates should be prepared to obtain necessary financial licenses and navigate a rewarding career path with clear advancement opportunities.

Qualifications

• 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.

Skills

Passion for helping others improve their financial lives

Strong character

Integrity

Professionalism

Coachable mindset

Growth-oriented mindset

Education

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

A leading fraternal benefit society is seeking an Associate Financial Representative to work with clients, creating tailored financial strategies and building long-term relationships. Ideal candidates will have a passion for helping others and a growth-oriented mindset. This role offers mentorship, structured development, and performance-based compensation. Candidates should be prepared to obtain necessary financial licenses and navigate a rewarding career path with clear advancement opportunities.