Path to Independent Financial Advisor

Modern Woodmen of America; Greensboro, Winston-Salem, High Point (NC, NC, 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

Bonuses and incentive trips

Recognition programs

Job summary

A leading fraternal benefit society in Greensboro, North Carolina is seeking an Associate Financial Representative. This role focuses on building long-term relationships with clients, creating tailored financial strategies to improve their financial lives. Candidates should be driven, coachable, and passionate about helping others. Benefits include 100% paid medical and dental insurance, a 401(k) retirement plan, and performance-based compensation. This is a long-term career opportunity designed for growth and ownership.

Qualifications

• Ability to pass a background check (regulatory, criminal, and financial).
• Strong character, integrity, and professionalism are crucial.

Responsibilities

• Work with clients to identify financial goals.
• Create personalized financial strategies.
• Build long-term client relationships.

Skills

Passion for helping others improve their financial lives

Strong character

Integrity

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 leading fraternal benefit society in Greensboro, North Carolina is seeking an Associate Financial Representative. This role focuses on building long-term relationships with clients, creating tailored financial strategies to improve their financial lives. Candidates should be driven, coachable, and passionate about helping others. Benefits include 100% paid medical and dental insurance, a 401(k) retirement plan, and performance-based compensation. This is a long-term career opportunity designed for growth and ownership.