Path to Independent Financial Advisor

Modern Woodmen of America; Pittsboro (NC); On-site; USD 45,000 - 65,000; 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)

Compensation is performance based with uncapped upside

Job summary

A leading fraternal benefit society is seeking an Associate Financial Representative in Pittsboro, NC. This role involves working with clients to identify financial goals, create personalized strategies, and build long-term relationships. Candidates with backgrounds in sales or consulting will thrive, as the position emphasizes community involvement and personal growth. Benefits include 100% paid medical insurance, a 401(k) plan, and performance-based compensation with uncapped potential.

Qualifications

• Ability to pass a background check (regulatory, criminal, and financial).
• Ability to obtain or currently hold required licenses.

Responsibilities

• Work with individuals and families 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 and networking.

Skills

Passion for helping others

Strong character and integrity

Coachable and growth oriented

Education

Life Insurance License

FINRA SIE

Series 6 or Series 7

Series 65 or Series 66

Job description

A leading fraternal benefit society is seeking an Associate Financial Representative in Pittsboro, NC. This role involves working with clients to identify financial goals, create personalized strategies, and build long-term relationships. Candidates with backgrounds in sales or consulting will thrive, as the position emphasizes community involvement and personal growth. Benefits include 100% paid medical insurance, a 401(k) plan, and performance-based compensation with uncapped potential.