Financial Paraplanner

Top Job

Located in Indianapolis, IN

Salary: $50,000 - $60,000

We have been asked by a Registered Investment Advisory Firm in Fishers to find a Financial Paraplanner to support the Financial Advisors. In this role you will support the Financial Advisors in delivering top-notch financial advice to clients. You also ensure that clients feel welcomed, respected, and appreciated, and that they have a great experience in the office.

 

This is a direct hire placement, and the salary is $50,000 - $60,000, depending on your experience.

 

In addition to your salary, when hired as the Financial Paraplanner you will receive:

• Enjoy a fun, professional yet casual atmosphere with a family culture.
• 3 weeks of paid vacation plus Federal holidays off.
• Medical, dental, vision, disability, and life insurance available (80%+ of employee medical premium covered).
• 401(k) with a 3% employer match after 1 year of service.
• Paid maternity leave - 8 weeks.
• Wellness program
• Work week ends at 2:00pm Friday
• Occasional office happy hours and other events

 As the Financial Paraplanner you will

• Prepare client meeting packets and deliverables, including agendas, financial statements, performance reports, asset allocations, investment recommendations, estate flow charts, and cash flow projections.
• Execute follow-up tasks post-meetings, such as writing follow-up letters, submitting trade tasks, coordinating with the financial team, and facilitating account paperwork and service requests.
• Assist in preparing Financial Blueprints for new clients, including data input, formula review, and collaboration with advisors on projections.
• Support advisors with various research projects, reports, and one-off assignments.
• Cross-train and periodically support the Implementation Coordinator with operational procedures, including account maintenance, money movement, and securities trading.
• Perform other administrative duties as needed.

Qualifications and Skills for the Financial Paraplanner:

• Personable, warm, and trustworthy with excellent communication skills.
• Highly organized with strong attention to detail.
• Ability to multi-task, be proactive, and work independently.
• Professional demeanor, personal integrity, and a collaborative attitude.
•  Experience in the financial services industry is preferred but not required.
• Proficiency in Adobe Acrobat, Microsoft Excel, Word, and Outlook.

We look forward to working with you!

 

#INOS

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