Associate Wealth Planner

Hill Region - Modern Woodmen of America•Indianapolis, IN

6d•$78,900 - $125,000•Hybrid

About The Position

The Associate Wealth Planner will join the Indianapolis team in The Hill Region of Modern Woodmen of America, supporting a local team that helps individuals, families, and business owners pursue financial security through personalized planning and community-focused service. The role offers hands-on mentorship, structured training, and a pathway toward becoming a fully functioning Financial Representative. The position is based at the team’s office at 99 W Jefferson St, Franklin, Indiana, with flexible work-from-home options available. The role includes client communication and meeting support, planning materials and records, business development and outreach, and ongoing professional learning. The team emphasizes support, open communication, personal and professional growth, and engagement in local volunteer and community initiatives.

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.
Openness to obtaining required licenses and certifications.
Ability to work with flexibility from the office at 99 W Jefferson St, Franklin, Indiana.

Nice To Haves

Bachelor’s degree or equivalent experience is preferred.

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 and support follow-through and service.
Engage in marketing and outreach efforts to help grow the client base.
Develop industry knowledge through ongoing education and mentorship.
Participate in local volunteer projects and community initiatives.