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Associate Wealth Planner - Career Changers

Starr Region - Modern Woodmen of America

New Haven, CT

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JOB DETAILS
SKILLS
Athletics, Auditing, Banking Services, Business Development, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Financial Planning, Financial Services, Follow Through, Health Insurance, Interpersonal Skills, Leadership, Marketing, Materials Planning, Mentoring, Operational Audit, Organizational Skills, Plan Meetings, Sports, Sports Management, Team Lead/Manager, Training/Teaching, Vision Plan, Willing to Travel
LOCATION
New Haven, CT
POSTED
28 days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

We’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.

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.

Meet Our Team:

Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement. With 37 years of experience in the financial services industry, Jon brings extensive leadership and expertise in agency development, advisor mentorship, and client relationship management. Throughout his career, he has built and led successful teams while maintaining a steadfast commitment to integrity, service, and helping others achieve financial security. Outside of work, Jon enjoys spending time with family and giving back to his community.

Kyle Reis is a Financial Representative with Modern Woodmen of America, where he is dedicated to helping members achieve financial security while making a positive impact in their communities. Before joining Modern Woodmen, Kyle served as a Teller Supervisor at a local bank, where he oversaw branch operations, conducted audits, and ensured efficient daily financial processes. His background in banking has given him a strong foundation in client service and attention to detail. Outside of work, Kyle enjoys spending time with family and friends, playing golf, watching sports, and traveling to explore new cultures.

Eric J. Gallicchio is Managing Partner for Modern Woodmen of America, bringing more than 30 years of experience in the financial services industry. Throughout his career, he has built a reputation for leadership, professionalism, and dedication to helping clients achieve long-term financial security. A proud MDRT qualifier and former General Agent Partner, Eric is committed to guiding his team and members with integrity and care. He resides in Hamden, Connecticut, with his wife of 25 years, Marna, and is an avid New York Yankees fan.


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

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.

About the Company

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Starr Region - Modern Woodmen of America