Financial Planner | Indianapolis, Indiana

Reference Number: HRJ7256
Location: Indianapolis, Indiana

Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning recommendations and participating in client meetings.

Responsibilities:

  • Prepare rebalancing recommendations for firm’s investment management clients.
  • Build and maintain client relationships in partnership with the Advisors.
  • Attend meetings held by the Advisors with clients and prospects, eventually conducting solo holistic financial planning meetings with clients.
  • Work with clients to ensure action items are thoroughly executed and documented.

Requirements:

  • BA/BS Degree; advanced degree and/or designations (CFP) strongly preferred.
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Financial planning experience and the ability to develop financial planning analysis to support one’s own advice is required.
  • Strong working knowledge of investment concepts such as asset allocation and investment manager selection, along with a thorough understanding of tax consequences.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Adaptable to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive compensation and benefits package that includes insurance and employer-funded retirement account.

Location:
Indianapolis, Indiana

Reference Number: HRJ7256

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