Paraplanner

Invst; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with Roth option

Health insurance reimbursement

Job summary

Invst, an independent Registered Investment Advisory firm in Indianapolis, seeks an experienced Paraplanner to provide comprehensive support to advisors. You will handle client communications, assist in meetings, maintain data in eMoney and Salesforce, and process insurance applications while following firm protocols.

The ideal candidate has 3 years of financial advisory support experience, strong interpersonal skills, and a drive to learn and grow within the firm; this role is not an advisor

Qualifications

• Bachelor's degree or equivalent experience.
• 3 years of Financial Advisory/Support experience required.
• Strong interpersonal, customer service, and communication skills.
• Experience with eMoney, Salesforce, Excel, and EOS are definite pluses.
• Desire to learn and grow within the role, including completing certifications and licenses.

Responsibilities

• Provide elite service and communication to clients.
• Support the advisor in client meetings and process implementation.
• Data maintenance in software solutions.
• Problem identification and Found Money updates.
• Insurance applications.
• Salesforce opportunity follow-through.

Skills

Interpersonal skills

Customer service

Communication skills

Multitasking

Education

Bachelor's degree or equivalent experience

3 years of Financial Advisory/Support experience

Tools

eMoney

Salesforce

Excel

EOS

Job description

Our core values are “Personal Integrity, Always Growing, Batteries Included, Always Got Your Back, Abundance, and WITWOWWOW (Whatever It Takes With Out Whining While Only Winning)”. If these values describe you, keep reading.

This client-dedicated advisory firm is bringing in an experienced Paraplanner to provide comprehensive support to advisors and to own the following accountabilities:

• Provide elite service and communication to clients
• Support the advisor in client meetings and process implementation
• Data maintenance in software solutions
• Problem Identification and Found Money updates
• Insurance applications
• Salesforce opportunity follow-through

This team is driven to be the best we can be for our clients and each other, and we hold ourselves to high expectations while respecting the work-life balance of our employees. The ideal candidate will be energized to exhibit high standards and excellent communication skills, can take initiative, prioritize daily tasks, follow internal protocols without exception, and be highly adaptable. A strong ability to take charge and meet deadlines will add to your success in this multifaceted RIA.

Qualifications

• Bachelor's degree or equivalent experience is desired
• 3 years of Financial Advisory/Support experience required
• Strong interpersonal, customer service, and communication skills
• Ability to multitask
• Experience with eMoney, Salesforce, Excel, and EOS are definite pluses
• Ability to learn quickly and grow within the firm
• Desire to learn and grow within the role, including completing certifications and licenses. This role is not a path to becoming an advisor
• Competitive salary plus bonus based on team and individual performance
• 401(k) with Roth option and company match
• Health insurance reimbursement
• And more!

About Invst

As an independent Registered Investment Advisory (RIA) firm, Invst is here to help clients reach their full financial potential - to help them get closer to the life they want to live. Our job is to educate, guide, and counsel them toward that end.

Our culture is unique - friendly, supportive, inclusive and growth-focused. If you are driven, energetic, and want to make a difference with your career (with your life), then this may be the place for you.