Associate Wealth Planner

Hill Region - Modern Woodmen of America; Indianapolis (IN); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Retirement

1‑1 Mentorship

Licensing Support

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Hill Region - Modern Woodmen of America seeks an Associate Wealth Planner in Indianapolis. This role offers hands-on mentorship and training aimed at launching a meaningful financial services career. You'll assist with client communications, planning materials, and business development, all while being supported by experienced leaders. Ideal candidates will have interpersonal skills, professionalism, and a desire to grow in financial planning. Comprehensive benefits include retirement plans, flexible schedules, and ongoing development opportunities.

Qualifications

• Motivation to grow within the financial planning field.
• Openness to obtaining required licenses and certifications.

Responsibilities

• Assist the local team with client communication, appointment coordination, and business development.
• Help prepare personalized planning materials and reports.
• Maintain accurate and compliant client records.
• Participate in client meetings, supporting follow-through and service.
• Engage in marketing and outreach efforts to help grow the client base.
• Develop industry knowledge through ongoing education and mentorship.

Skills

Strong interpersonal and organizational skills

Professionalism and attention to detail

Motivation to grow within the financial planning field

A passion for helping others achieve long‑term goals

Education

Bachelor’s degree or equivalent experience

Job description

We’re currently seeking an Associate Wealth Planner to join our Indianapolis team—offering hands‑on mentorship, structured training, and a clear pathway toward becoming a fully functioning Financial Representative. This role is designed for those looking to launch a meaningful career in financial services while being supported every step of the way by experienced leaders. You'll work alongside a team committed to helping individuals, families, and business owners achieve financial security through personalized planning and community‑focused service.

This position is part of The Hill Region, an elite region within the national financial services firm, Modern Woodmen of America. The leadership team serving the Indianapolis region brings a diverse mix of experience, passion, and community‑minded focus to their work. With backgrounds ranging from financial advising and business leadership to counseling and athletics, they each contribute a unique perspective to the firm’s mission. Several began their careers in financial services and have grown into senior leadership roles, while others transitioned from fields like education, sports management, or counseling—driven by a shared commitment to helping others plan for a more secure future.

Collectively, they bring over two decades of experience and are deeply invested in both their clients and their communities. Their passions outside the office—whether it’s golfing, volunteering, spending time with family, or even playing professional sports—reflect a balanced, purpose‑driven approach to life and leadership.

You’ll be part of a supportive team at our Greenwood office, proudly serving the Greater Indianapolis area. Location: 99 W Jefferson St, Franklin IN 46131

Key Responsibilities:

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow‑through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship

What We’re Looking For:

• Strong interpersonal and organizational skills
• Professionalism and attention to detail
• Motivation to grow within the financial planning field
• A passion for helping others achieve long‑term goals
• Bachelor’s degree (preferred) or equivalent experience
• Openness to obtaining required licenses and certifications
• Ability to work (with flexibility) out of our office located: 99 W Jefferson St, Franklin IN 46131

Benefits:

• Retirement
• 1‑1 Mentorship
• Licensing Support
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Team members benefit from comprehensive benefits, including retirement plans, fraternal programs that enhance quality family life, and hands‑on training and development from experienced leaders. Our culture is rooted in support, open communication, and a shared commitment to both personal and professional growth. You’ll also have regular opportunities to engage in local volunteer projects and community initiatives—because we believe in giving back while building a career with purpose.

If you’re ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.