Associate Wealth Planner
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$78,900-$125,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Benefits:
- Retirement
- 1-1 Mentorship
- Licensing Support
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
We’re currently seeking an Associate Wealth Planner to join our Indianapolis 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 Hill Region, an elite region within the national financial services firm, Modern Woodmen of America. The leadership team serving the Indianapolis region 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.
Collectively, they bring over two decades of experience and are deeply invested in both their clients and their communities. Their passions outside the office—whether it's golfing, volunteering, spending time with family, or even playing professional sports—reflect a balanced, purpose-driven approach to life and leadership.
You’ll be part of a supportive team at our Greenwood office, proudly serving the Greater Indianapolis area. Location: 99 W Jefferson St, Franklin IN 46131
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
- Ability to work (with flexability) out of our office located: 99 W Jefferson St, Franklin IN 46131
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: $78,900.00 - $125,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Associate Wealth Planner Jobs at Hill Region
What is the work location for this position at Hill Region?
This job at Hill Region is located in Indianapolis, Indiana, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Hill Region?
Candidates can expect a pay range of $78,900 and $125,000 per year.
What employment applies to this position at Hill Region?
Hill Region lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Hill Region?
Hill Region is looking for a candidate with "Senior-level" experience level.
Does Hill Region allow remote work for this role?
Yes, this position at Hill Region supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Hill Region for this role?
Hill Region offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Hill Region?
You can apply for this role at Hill Region either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.