Associate Wealth Planner

Modern Woodmen of America

Associate Wealth Planner assisting local team with client communication and personalized planning. Engaging in marketing efforts and developing industry knowledge within financial services.

Posted 6/30/2026full-timeFranklin • 🇺🇸 United StatesJuniorMid-Level💰 $78,900 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong interpersonal and organizational skills essential for effective client communication and appointment coordination in the financial planning field. Committed to maintaining accurate client records and engaging in marketing efforts to expand the client base.

Highest-signal resume keywords

Client CommunicationAppointment CoordinationBusiness DevelopmentAttention to DetailBachelor’s Degree

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

Interpersonal SkillsOrganizational SkillsProfessionalismMotivationPassion for Helping Others

Certifications & Qualifications

Required LicensesCertifications

Industry Keywords

Financial PlanningClient RecordsMarketingOutreachOngoing Education

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

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 our office located: 99 W Jefferson St, Franklin IN 46131

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