Associate Wealth Planner

Modern Woodmen of America

. Assist the local team with client communication, appointment coordination, and the full business development cycle .

Posted 11/3/2026full-timeFranklin • United StatesJuniorMid-Level💰 $78,900 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong interpersonal and organizational skills essential for client communication and appointment coordination in financial planning. Committed to ongoing education and mentorship to enhance industry knowledge and provide personalized service to individuals and families.

Highest-signal resume keywords

Client CommunicationAppointment CoordinationFinancial PlanningInterpersonal SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Attention To DetailProfessionalismMotivationPassion For Helping Others

Certifications & Qualifications

Required LicensesCertifications

Industry Keywords

Business DevelopmentClient RecordsMarketingOutreachPersonalized Planning

About the role

Key responsibilities & impact

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
Serve individuals, families, and business owners through personalized financial planning and community-focused service

Requirements

What you’ll need

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 flexibility out of the office located at 99 W Jefferson St, Franklin, IN 46131
Ability to work full time

Benefits

Comp & perks

Retirement
1-1 Mentorship
Licensing Support
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Comprehensive benefits
Fraternal programs that enhance quality family life
Hands-on training and development from experienced leaders
Local volunteer projects and community initiatives
Flexible work from home options
Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers