Associate Wealth Planner

ZipRecruiter; McKinney (TX); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Join a purpose-driven team as an Associate Planner to build a meaningful career in financial services. With hands-on mentorship, structured training, and opportunities for professional growth, you will play a critical role in empowering clients and contributing to the community. Enjoy flexible work options and the chance to make a real difference in people's lives.

Benefits

Licensing Support

Comprehensive Retirement

1-1 Mentorship

Bonus based on performance

Company parties

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Qualifications

• Strong interpersonal and organizational skills.
• Professionalism and attention to detail required.
• Motivation to grow within the financial planning field.

Responsibilities

• Assist with client communication and appointment coordination.
• Help prepare personalized planning materials and reports.
• Maintain accurate and compliant client records.

Skills

Interpersonal skills

Organizational skills

Professionalism

Attention to detail

Motivation to grow

Passion for helping others

Education

Bachelor's degree or equivalent experience

Job description

Benefits:

• Licensing Support
• Comprehensive Retirement
• 1-1 Mentorship
• Bonus based on performance
• Company parties
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Modern Woodmen of America | The Smith Region

We're looking for purpose-driven individuals ready to build a meaningful career in financial services, whether you're just starting out or transitioning from another field. As an Associate Planner, you'll receive hands-on mentorship, structured training, and a clear pathway toward becoming a fully licensed Financial Representative.

Many of our current leaders come from diverse backgrounds including hospitality, banking, education, military service, management, athletics, and more, and have found long-term success by focusing on relationships over transactions. If you're passionate about helping others and building a stable career with impact, this could be your perfect fit.

What You Can Expect:

• A relationship-first culture focused on service
• Senior reps who mentor and invest in your growth
• Flexibility and autonomy, backed by a supportive team
• A chance to serve families and small business owners across North-Central Texas (and beyond)

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

Perks & Benefits:

This role offers competitive compensation with strong income potential and a clear path for advancement. Team members benefit from comprehensive benefits, including retirement plans, fraternal programs that enhance family life, and hands-on training and development from experienced leaders. Our culture emphasizes support, open communication, and a shared commitment to personal and professional growth. You'll also have opportunities to participate in local volunteer projects and community initiatives because we believe in giving back while building a career with purpose.

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 or equivalent experience
• Openness to obtaining required licenses and certifications

Who We Are

• A team of like-minded professionals who value collaboration, service, and community impact
• Focused on building relationships, not just managing assets
• Led by a support staff that ensures smooth operations, including paraplanning and recruiting roles

Who We Serve

• Based in North-Central Texas (from Gainesville to Waxahachie, Coppell to Mt. Pleasant)
• Licensed to serve clients nationwide where needed

What We Believe In

• Relationships first: our mission is to build, create, and foster strong personal and professional relationships to better serve others
• A team culture where senior reps serve and support new associates
• Living out our values through fraternalism and community leadership

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.