Path to Independent Financial Advisor

Modern Woodmen of America; Raleigh (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 and incentive trips

Job summary

A national fraternal benefit society seeks an Associate Financial Representative to help individuals achieve their financial goals. This role emphasizes relationship-driven growth, mentorship, and community involvement. Ideal candidates have a strong passion for helping others, integrity, and a growth-oriented mindset. Benefits include 100% paid medical and dental insurance, a 401(k) retirement plan, and performance-based compensation with uncapped potential.

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.
• 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

Ability to pass a background check

Tools

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 seeks an Associate Financial Representative to help individuals achieve their financial goals. This role emphasizes relationship-driven growth, mentorship, and community involvement. Ideal candidates have a strong passion for helping others, integrity, and a growth-oriented mindset. Benefits include 100% paid medical and dental insurance, a 401(k) retirement plan, and performance-based compensation with uncapped potential.