Path to Independent Financial Advisor

Modern Woodmen of America; Cary (NC); On-site; USD 42,000 - 66,000; 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)

Group term life insurance

Bonuses, incentive trips, and recognition programs

Job summary

A financial services organization seeks an Associate Financial Representative to assist individuals and businesses in achieving their financial goals. This role emphasizes relationship building and offers a structured career path with mentorship. Candidates should possess a passion for helping others, strong integrity, and a growth-oriented mindset. Comprehensive benefits, including fully paid medical insurance and a retirement plan, are provided, making this an excellent opportunity for individuals looking to impact their clients' financial futures.

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.

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, and professionalism

Coachable and growth oriented mindset

Education

Ability to obtain or currently hold required licenses

Tools

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

A financial services organization seeks an Associate Financial Representative to assist individuals and businesses in achieving their financial goals. This role emphasizes relationship building and offers a structured career path with mentorship. Candidates should possess a passion for helping others, strong integrity, and a growth-oriented mindset. Comprehensive benefits, including fully paid medical insurance and a retirement plan, are provided, making this an excellent opportunity for individuals looking to impact their clients' financial futures.