Job Category
Finance, Legal & Compliance
Job Type
Professional
Employment Type
Direct Hire
Work Hours
Full-time
Compensation
$60,000 − $60,000per year
Recruiter
This job was last updated on
We have been asked by a Registered Investment Advisory Firm in Fishers to find a Financial Paraplanner to support the Financial Advisors. In this role you will support the Financial Advisors in delivering top-notch financial advice to clients. You also ensure that clients feel welcomed, respected, and appreciated, and that they have a great experience in the office.
This is a direct hire placement, and the salary is $60,000+, depending on your experience.
In addition to your salary, when hired as the Financial Paraplanner you will receive:
- Enjoy a fun, professional yet casual atmosphere with a family culture.
- 3 weeks of paid vacation plus Federal holidays off.
- Medical, dental, vision, disability, and life insurance available (80%+ of employee medical premium covered).
- 401(k) with a 3% employer match after 1 year of service.
- Paid maternity leave - 8 weeks.
- Wellness program
- Work week ends at 2:00pm Friday
Principal Duties & Responsibilities
As the Financial Paraplanner you will
- Prepare client meeting packets and deliverables, including agendas, financial statements, performance reports, asset allocations, investment recommendations, estate flow charts, and cash flow projections.
- Execute follow-up tasks post-meetings, such as writing follow-up letters, submitting trade tasks, coordinating with the financial team, and facilitating account paperwork and service requests.
- Assist in preparing Financial Blueprints for new clients, including data input, formula review, and collaboration with advisors on projections.
- Support advisors with various research projects, reports, and one-off assignments.
- Cross-train and periodically support the Implementation Coordinator with operational procedures, including account maintenance, money movement, and securities trading.
- Perform other administrative duties as needed.
Qualifications and Skills for the Financial Paraplanner
- Personable, warm, and trustworthy with excellent communication skills.
- Highly organized with strong attention to detail.
- Ability to multi-task, be proactive, and work independently.
- Professional demeanor, personal integrity, and a collaborative attitude.
- Experience in the financial services industry is preferred but not required.
- Proficiency in Adobe Acrobat, Microsoft Excel, Word, and Outlook.
We look forward to working with you!
Company Website
Company Size
101-250
Company Overview
Our mission is to help good companies in Hamilton County (Fishers, Carmel, Westfield, Noblesville and surrounding communities) find great employees. Since opening sixteen years ago, our office has helped thousands job seekers find work at over 600 companies. We were named the Fishers Chamber of Commerce Small Business of the Year for 2011, and we are one of the top Express offices worldwide having achieved Bronze and Silver Circle of Excellence awards for the last ten years consecutively. We are convinced that the economic engine of our country is small businesses, and we are committed to helping small and mid-size businesses succeed whether through our services or through referrals to our business colleagues and friends. We also provide support and guidance for local job seekers, whether by providing a bridge job to gain work experience or by helping them find their next career opportunity. We are humbled that referrals from current and former Express associates are our top recruiting source.
