Path to Independent Financial Advisor

Modern Woodmen of America; Winston-Salem (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

100% Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory Pension plan

Bonuses, incentive trips, and recognition programs

Job summary

A prominent financial services organization seeks an Associate Financial Representative to work directly with clients, identifying financial goals and creating tailored strategies. This role emphasizes long-term relationship building and community engagement, offering mentorship and clear advancement paths. Ideal for motivated individuals seeking career growth in a supportive environment. Compensation is performance-based and includes comprehensive benefits such as paid medical insurance and retirement plans.

Qualifications

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

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.
• Develop a local client base through referrals, networking, and community involvement.

Skills

Passion for helping others improve their financial lives

Strong character, integrity, and professionalism

Coachable and growth oriented mindset

Education

Life Insurance License

FINRA Securities Industry Essentials (SIE)

Series 6 or Series 7

Series 65 or Series 66

Job description

A prominent financial services organization seeks an Associate Financial Representative to work directly with clients, identifying financial goals and creating tailored strategies. This role emphasizes long-term relationship building and community engagement, offering mentorship and clear advancement paths. Ideal for motivated individuals seeking career growth in a supportive environment. Compensation is performance-based and includes comprehensive benefits such as paid medical insurance and retirement plans.