Path to Independent Financial Advisor

Modern Woodmen of America; High Point (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

Job summary

A fraternal benefit society is seeking an Associate Financial Representative in North Carolina. This role involves working with clients to identify financial goals, creating tailored strategies, and building lasting relationships. Candidates should have a passion for helping others and be committed to growth. Benefits include 100% paid medical insurance, a retirement plan, and uncapped earning potential. Perfect for career changers and those seeking ownership in their professional journey.

Qualifications

• Passion for helping others improve their financial lives.
• Strong character and integrity.
• Coachable and growth-oriented mindset.
• Ability to pass a background check for licensing.

Responsibilities

• Work with individuals to identify financial goals.
• Create tailored financial strategies.
• Build long-term client relationships.
• Develop local client base through networking.

Skills

Helping others improve financial lives

Integrity

Coachable mindset

Community involvement

Education

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

A fraternal benefit society is seeking an Associate Financial Representative in North Carolina. This role involves working with clients to identify financial goals, creating tailored strategies, and building lasting relationships. Candidates should have a passion for helping others and be committed to growth. Benefits include 100% paid medical insurance, a retirement plan, and uncapped earning potential. Perfect for career changers and those seeking ownership in their professional journey.