Path to Independent Financial Advisor

Modern Woodmen of America; Sanford (NC); On-site; USD 45,000 - 75,000; 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 prominent fraternal benefit society in Sanford, North Carolina, is looking for an Associate Financial Representative. This role focuses on building long-term relationships with clients, developing tailored financial strategies, and accomplishing professional growth. Ideal candidates possess strong integrity, a passion for helping others, and a coachable mindset. You will receive comprehensive mentorship and support to help you achieve required licenses and excel in your career. Competitive benefits and rewards are offered, including fully paid medical and dental insurance.

Qualifications

• A strong background in financial services is preferred but not required.
• Ability to pass a background check is necessary.
• Must be able to obtain required licenses.

Responsibilities

• Work with individuals to identify financial goals.
• Create and implement tailored financial strategies.
• Build long-term client relationships.
• Develop a local client base through referrals.
• Collaborate with professionals in the field.

Skills

Passion for helping others improve their financial lives

Strong character and integrity

Professionalism

Coachable mindset

Education

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

A prominent fraternal benefit society in Sanford, North Carolina, is looking for an Associate Financial Representative. This role focuses on building long-term relationships with clients, developing tailored financial strategies, and accomplishing professional growth. Ideal candidates possess strong integrity, a passion for helping others, and a coachable mindset. You will receive comprehensive mentorship and support to help you achieve required licenses and excel in your career. Competitive benefits and rewards are offered, including fully paid medical and dental insurance.