Licensed Paraplanner

Jobot; Saint Joseph (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobot is seeking a Licensed Paraplanner in Merrillville, IN to support a growing wealth management team. You will organize and analyze client financial information, develop comprehensive plans, and work closely with advisors to implement recommendations.

The role emphasizes a planning-first approach, with opportunities for professional development, licenses sponsorship, and a collaborative, supportive environment. On-site work with a stable, long-term client base.

Qualifications

• Experience in financial planning, wealth management, financial services, accounting, or related analytical field.
• Willingness to obtain securities licenses including Series 7, with sponsorship discussed during hiring.

Responsibilities

• Gather, organize, and analyze client financial information.
• Prepare and update comprehensive financial plans using planning software.
• Enter client data into planning systems and ensure accuracy.
• Assist with retirement projections, cash-flow analysis, and tax-efficient strategies.
• Collaborate with advisors to prepare for client meetings and develop recommendations.
• Maintain organized client records and ensure compliance procedures.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Education

Bachelor's degree in accounting/finance/business

CFP coursework or pursuing CFP designation

Job description

Licensed Paraplanner

$60000 - $100000 per year | Merrillville, IN | On-site | Permanent

Growth opportunity with a collaborative team!

A bit about us:

We are a growing wealth management and financial planning team overseeing approximately $870 million in client assets. Our organization includes six financial advisors and 14 support professionals who work together to provide comprehensive, personalized financial guidance.

Our philosophy centers on advice, planning, and long-term client relationships. We help individuals, families, and business owners navigate investment decisions, retirement planning, tax efficiency, and other complex financial considerations.

Our paraplanners play an essential role in this process. By developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

We value collaboration, professional development, and a team-first mentality. We are looking for someone who enjoys both the technical side of financial planning and the opportunity to make a meaningful impact on clients' financial lives.

Why join us?

• A planning-first approach. Focus on delivering meaningful financial advice, including retirement planning, investment strategy, and tax-efficient wealth management, rather than product-driven sales.
• An established client base. Step into a meaningful advisory role with existing client relationships and opportunities to deepen those relationships over time.
• Collaborative team environment. Work alongside experienced advisors, dedicated paraplanners, administrative professionals, and operations staff. Our shared-service model allows advisors to focus on clients and financial planning rather than administrative tasks or trade execution.
• Attractive compensation. Earn a competitive base salary, performance-based bonuses, and additional profit sharing. Compensation recognizes contributions to new asset growth, financial planning, recurring revenue, and the success of the broader team.
• Business development opportunities. Benefit from internal referral opportunities, including relationships connected to tax and accounting services, with additional business development initiatives planned for 2027.
• Professional growth and mentorship. Collaborate with senior advisors and leadership, participate in regular advisor meetings, and continue developing your financial planning expertise in a supportive environment.
• Work-life balance. Enjoy a consistent weekday schedule with no expectation of building a practice in isolation or managing every operational detail independently.

Job Details

Responsibilities

• Gather, organize, and analyze client financial information, including income, expenses, investments, retirement accounts, and other assets and liabilities.
• Prepare, develop, and update comprehensive financial plans using financial planning software.
• Enter client information into planning systems and ensure data is accurate, complete, and up to date.
• Assist with retirement projections, cash-flow analysis, investment planning, and tax-aware financial strategies.
• Work closely with financial advisors to prepare for client meetings, identify planning opportunities, and develop recommendations.
• Participate in client interactions as appropriate, helping gather information, explain planning concepts, and maintain strong client relationships.
• Coordinate follow-up activities and help ensure financial plans and recommendations are implemented appropriately.
• Collaborate with advisors, administrative professionals, and operations staff to deliver an exceptional client experience.
• Maintain organized client records and follow applicable compliance and documentation procedures.

Qualifications

• Experience in financial planning, wealth management, financial services, accounting, or a related analytical field.
• Required or willingness to obtain the firm's required securities licenses, including the Series 7; the appropriate licensing timeline and sponsorship requirements will be discussed during the hiring process.
• Strong analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
• Interest in comprehensive financial planning, investment analysis, retirement planning, and tax-efficient wealth management.
• Ability to gather and interpret financial information and translate it into useful planning insights.
• Strong written and verbal communication skills and a client-service mindset.
• Ability to work collaboratively with advisors and support professionals in a team-oriented environment.
• Bachelor's degree in accounting, finance, business, or a related discipline preferred.
• CFP coursework, progress toward the CFP designation, or an interest in pursuing it is a plus.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.