Associate Wealth Planner

Hill Region - Modern Woodmen of America•Greenfield, IN

5d•Onsite

About The Position

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

Requirements

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 flexability) out of our office located: 99 W Jefferson St, Franklin IN 46131

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