Associate Wealth Planner

ZipRecruiter; Mesquite (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a purpose-driven team as an Associate Planner, where you'll receive hands-on mentorship and structured training in financial services. This role offers a clear pathway to becoming a fully licensed Financial Representative, with opportunities for advancement and a supportive culture focused on relationships and community impact.

Benefits

Licensing Support

Comprehensive Retirement

1-1 Mentorship

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Qualifications

• Strong interpersonal and organizational skills are essential.
• Professionalism and attention to detail are required.

Responsibilities

• Assist with client communication and appointment coordination.
• Engage in marketing and outreach efforts to grow the client base.
• Participate in client meetings and maintain accurate records.

Skills

Interpersonal Skills

Organizational Skills

Professionalism

Attention to Detail

Motivation

Passion for Helping Others

Education

Bachelor's Degree

Job description

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 people 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 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.

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 keeps operations smooth, 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 wherever the need arises

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.