Path to Independent Financial Advisor

Modern Woodmen of America; Chapel Hill (NC); On-site; USD 50,000 - 80,000; 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)

Bonuses, incentive trips, and recognition programs

Job summary

A national fraternal benefit society is seeking an Associate Financial Representative who will work with clients to identify financial goals and create tailored strategies. Ideal candidates are those who enjoy relationship building and are driven for career growth. The position includes opportunities for mentorship, structured development, and a focus on community involvement. Benefits include paid medical insurance, 401(k), and performance-based compensation.

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.

Skills

Passion for helping others improve their financial lives

Strong character, integrity, and professionalism

Coachable and 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 national fraternal benefit society is seeking an Associate Financial Representative who will work with clients to identify financial goals and create tailored strategies. Ideal candidates are those who enjoy relationship building and are driven for career growth. The position includes opportunities for mentorship, structured development, and a focus on community involvement. Benefits include paid medical insurance, 401(k), and performance-based compensation.