Paraplanner | Indianapolis, Indiana

Reference Number: HRJ7310
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Paraplanner. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including meeting prep and follow-up.

The ideal candidate will have a client service mindset and a passion for financial planning. They should also exude a strong attention to detail and have a drive for both personal and firm development and growth.

Responsibilities:

  • Serves as resource for financial advisors in phases of the financial planning and investment process.
  • Build and maintain client relationships in partnership with the financial advisors.
  • Gather, input, and analyze data in our financial planning software (eMoney).
  • Attend meetings held by the financial advisors with clients and prospects.
  • Summarizes client meeting notes and provides recommended planning options with summary and forecast.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Assist clients in implementing and monitoring portfolio progress.
  • Participate in regular team meetings and coaching sessions.

Requirements:

  • BA/BS Degree; advanced degree and/or designations strongly preferred.
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Series 7 and 66.
  • CFP designation.
  • Strong working knowledge of investment concepts such as asset allocation, retirement plans, equities, fixed income, mutual funds and insurance based products.
  • 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 base salary and benefits

Location:
Indianapolis, Indiana

Reference Number: HRJ7310

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