Benefits:

Licensing Support
Comprehensive Retirement
1-1 Mentorship
Bonus based on performance
Company parties
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Modern Woodmen of America | The Smith Region

We’re looking for purpose-driven people ready to build a meaningful career in financial services—whether you're just starting out or transitioning from another field. As an Associate Planner, you'll receive hands-on mentorship, structured training, and a clear pathway toward becoming a fully licensed Financial Representative.

Many of our current leaders came from diverse backgrounds—including hospitality, banking, education, military service, management, athletics and more —and have found long-term success by focusing on relationships over transactions. If you're passionate about helping others and building a stable career with impact, this could be your perfect fit.

What You Can Expect:

A relationship-first culture focused on service
Senior reps who mentor and invest in your growth
Flexibility and autonomy, backed by a supportive team
A chance to serve families and small business owners across North-Central Texas (and beyond)

Key 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

Perks & 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 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

Who We Are

A team of like-minded professionals who value collaboration, service, and community impact
Focused on building relationships—not just managing assets
Led by a support staff that keeps operations smooth, including paraplanning and recruiting roles

Who We Serve

Based in North-Central Texas (from Gainesville to Waxahachie, Coppell to Mt. Pleasant)
Licensed to serve clients nationwide—wherever the need arises

What We Believe In

Relationships first: our mission is to build, create, and foster strong personal and professional relationships to better serve others
A team culture where senior reps serve and support new associates
Living out our values through fraternalism and community leadership

If 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.

Compensation: $89,700.00 - $116,900.00 per year

(if you already have a resume on Indeed)