Financial Planning Specialist | Indianapolis, Indiana

Reference Number: HRJ5884 – Completed
Location: Indianapolis, Indiana

Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Financial Planning Specialist. This individual will support the firm’s Senior Wealth Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience handling client transactions, implementing and preparing financial planning recommendations, and participating in client meetings.

Responsibilities:

  • Work with financial planning and investment team members to understand client goals
  • Gather and enter client documents and data
  • Analyze client data to develop and prepare financial plans
  • Conduct research to support financial plans
  • Assist in writing financial plan observations and recommendations
  • Assist Wealth Advisors with client follow-up
  • Monitor client’s financial situation and track results

Requirements:

  • BA/BS Degree; Registered Paraplanner required and/or currently enrolled in CFP certification program or completion of CFP certification highly preferred
  • 5+ years of financial services experience
  • Experience working with financial planning software such as eMoney and Junxure preferred
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation: Competitive compensation and benefits package

Location: Indianapolis, Indiana

Reference Number: HRJ5884