Financial Planning Associate | Indianapolis, Indiana

Reference Number: HRJ7113
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Financial Planning Associate. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including assisting in financial planning ideas and formulating planning recommendations. They should be comfortable attending client meetings and presenting planning ideas.

Responsibilities:

  • Responsible for preparing and updating financial plans using Emoney financial planning software.
  • Assist in the onboarding of new clients, performing the initial analysis and financial plans.
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Review quarterly client asset reports and work with client’s financial partners to ensure investment needs and goals are met.
  • Participate and present as subject matter expert in client meetings.
  • Assist with training Associate Advisors to enhance their financial planning capabilities.

Requirements:

  • 5+ years of financial planning experience.
  • Bachelor’s degree; CFP required.
  • Experience using Emoney financial planning software.
  • Strong attention to detail, poised, organized, and keen sense of urgency.
  • Exceptional communication and presentation skills.
  • Strong Excel skills and experience with Microsoft Office products.

Compensation: Commensurate with experience

Location: Indianapolis, Indiana

Reference Number: HRJ7113

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