Benefits:401(k)401(k) matchingBonus based on performanceCompany partiesDental insuranceFlexible scheduleHealth insuranceOpportunity for advancementTraining & developmentVision insuranceWe're currently seeking an Associate Wealth Planner to join our 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 Starr Region, an elite region within the national financial services firm, Modern Woodmen of America. The leadership team 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.Key Responsibilities:Assist the local team with client communication, appointment coordination, and the full business development cycleHelp prepare personalized planning materials, reports, and documentationMaintain accurate and compliant client recordsParticipate in client meetings, supporting follow-through and serviceEngage in marketing and outreach efforts to help grow the client baseDevelop industry knowledge through ongoing education and mentorshipPerks & Benefits: This role offers competitive compensation with strong income potential and a clear path for advancement. Team members benefit from comprehensive benefits, including retirement plans, fraternal programs that enhance quality family life, and hands‑on training and development from experienced leaders. Our culture is rooted in support, open communication, and a shared commitment to both personal and professional growth. You'll also have regular opportunities to engage in local volunteer projects and community initiatives—because we believe in giving back while building a career with purpose.What We're Looking For:Strong interpersonal and organizational skillsProfessionalism and attention to detailMotivation to grow within the financial planning fieldA passion for helping others achieve long‑term goalsBachelor's degree (preferred) or equivalent experienceOpenness to obtaining required licenses and certificationsIf you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.Flexible work from home options available.#J-18808-Ljbffr