Reference Number: HRJ7858
Location: Indianapolis, Indiana

Judson Group has partnered with a growing, independently held RIA in the search for an Associate Financial Planner. This individual will be supporting the firm’s Advisors with paraplanning, 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.

Why You’ll Love This Role:

• You’ll work in a highly collaborative environment where your insights are appreciated and staff are always striving to be more efficient and effective.
• You’ll gain the training, mentorship, and hands-on experience to transition into a client-facing Advisor role.
• Advice here is objective, comprehensive, and always aligned with clients’ best interests—allowing you to do the right thing every time.
• This role combines analytical problem-solving with relationship-building, ideal for someone who enjoys tackling complex challenges and delivering meaningful value to clients.

What You’ll Be Doing:

• Support the Advisors by handling the administrative aspects of financial planning during training phase.
• Learn all aspects of financial planning, investment management and tax services offered by firm.
• Help ensure workflows are organized, efficient, and aligned with service standards.
• Prepare income tax returns during tax season.
• Attend meetings held by the Advisors with clients and prospects, eventually conducting solo holistic financial planning meetings.
• Building and maintaining connections with centers of influence.

What We’re Looking For:

• CFP® or similar designation (completed or in progress).
• Enrolled Agent designation will be required after hire.
• 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 advice.
• 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.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe.
• Excellent written and verbal communication skills.

Compensation & Benefits:

• Highly competitive base salary
• Full suite of benefits that includes insurance and employer-funded retirement account

Reference Number: HRJ7858
Location: Indianapolis, Indiana