Reference Number: HRJ7746
Location: Indianapolis, Indiana

Judson Group is thrilled to partner with a prestigious, growth-focused independent RIA in the search for a driven Financial Planner – CFP to join an elite team that’s reshaping how financial advice impacts lives.

This is more than just a job—it’s a career launchpad for rising planners who want to work with high-net-worth individuals and families and gain deep experience in a high-caliber, client-first environment. If you’re passionate about making financial plans that matter, this is your moment.

Why You’ll Love This Role:

• Help build highly customized strategies that guide families through life’s biggest milestones, transitions, and legacies.
• Join a culture that celebrates intellectual curiosity, attention to detail, and a genuine passion for helping others.
• Expand your planning expertise and evolve your career in a firm that is invested in your professional development.
• Contribute to innovative planning approaches and firm-wide projects that keep the team ahead of the curve.

What You’ll Be Doing:

• Partner with senior advisors to deeply understand each client’s financial world—from goals and values to risks and opportunities.
• Crunch the numbers and connect the dots—analyze data and help craft strategic, holistic wealth plans that go beyond the basics.
• Create compelling, insightful planning deliverables that spark confidence and drive action.
• Join client meetings, bring your voice, and help turn ideas into results with prompt, proactive follow-up.
• Stay sharp and adaptable—continually update plans as life, laws, and markets evolve.
• Take on special projects and contribute your talents to broader initiatives that elevate client service and firm strategy.

What We’re Looking For:

• 5+ years of experience in financial planning or wealth management.
• Bachelor’s degree required.
• CFP® designation (or active pursuit) required.
• Emoney planning experience is highly preferred.
• Strong attention to detail, organization, and a sense of urgency.
• Excellent communication and presentation skills—you know how to make data meaningful.
• Proficiency in Excel and Microsoft Office.

Compensation & Benefits:

• Competitive salary and bonus commensurate with experience.
• Comprehensive benefits package.

Reference Number: HRJ7746
Location: Indianapolis, Indiana