Associate Wealth Planner — Mentored Career Path (Remote)

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

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.