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.
Salary :
Remote / Work from Home
Activate JobCopilot
Your email job alert is now active!