Position: Paraplanner

Location: Bloomington, IN

Status: Full-time, in office

Compensation: $70,000 - $90,000

We are an independent wealth advisory firm based in Bloomington, IN. For more than two decades we have been providing financial guidance to families in Indiana, Florida and across the United States. Our mission is to work closely with our clients to provide oversight for the multi-dimensional aspects of each individual’s financial affairs. We take the time to truly understand every client and build a comprehensive roadmap around their unique goals.

We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you! Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day: hard work, humility, and optimism. Our offices are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

The attributes that we look for in teammates include:

• Passionate about serving clients and their financial lives
• Genuine interest in clients’ goals and success
• Client first attitude
• Excitement about the value of excellence in supporting functions
• Desire to continuously learn and master the details of the financial planning function and process
• Commitment to caring about others and exceeding their expectations
• Careful listening skills
• Respect for compliance regulations and established procedures
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Strong self-starter
• Flexibility and openness to work on assignments with people across the firm
• Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Superior writing skills for client communication and marketing
• Desire to be a long-term contributing member of the team
• A long view of the opportunities presented by the firm and the industry overall

As a Paraplanner, you can expect to:

• Prepare for meetings with clients, prepare formal or informal meeting agendas, review client meeting notes, complete follow-up tasks, generate reports, and correspond with clients
• Provide concierge-level service to clients
• Provide ongoing support to the firm’s Senior Advisor
• Participate and listen carefully in meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts
• Coordinate with the team’s in-house financial planner to complete accurate financial plans
• Develop client deliverables and reports in a timely, accurate, and informative manner
• Input notes and updates into CRM and planning system and create CRM tasks for future items
• Delegate tasks to other team members as needed
• Manage prospective client pipeline
• Stay current on trends in the financial planning area

Qualifications for this role include:

• Minimum of three years of experience in the industry, with one year in a planning role or associate advisor role
• Client facing experience
• Bachelor’s degree in a related discipline required
• Series 7 and 66 preferred or willing to obtain within 12 months of hiring
• Life and health insurance licenses preferred or willing to obtain within 12 months of hiring
• CFP preferred or willing to obtain
• Outstanding attention to detail and communication skills
• Ability to be effective and productive while working independently
• Strong desire to learn and build a career
• Demonstrated job stability

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!