Paraplanner: Elevate Client Experience in Wealth Advisory

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

Benefits offered by this job

401(k) with Roth option and company-m

Health insurance reimbursement

Job summary

INVST is seeking a Paraplanner to provide comprehensive support to advisors in Indianapolis, IN. You will own client communication, assist in meetings and implement processes while maintaining data in software platforms.

The ideal candidate has a bachelors degree (or equivalent), 3 years in financial advisory support, and strong communication skills. Proficiency with eMoney, Salesforce, Excel, and EOS is a plus; growth and licensing opportunities are encouraged.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3 years of financial advisory / support experience required.
• Strong interpersonal, customer service, and communication skills essential.
• Ability to multitask and manage multiple responsibilities simultaneously.
• Experience with eMoney, Salesforce, Excel and EOS is a definite plus, with willingness to learn and obtain licenses/certifications.

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.
• Assist with insurance applications.
• Salesforce opportunity follow-through.

Skills

Communication skills

Interpersonal skills

Customer service

Multitasking

Education

Bachelors degree or equivalent experience

Tools

eMoney

Salesforce

Excel

EOS

Job description

INVST is seeking a Paraplanner to provide comprehensive support to advisors in Indianapolis, IN. You will own client communication, assist in meetings and implement processes while maintaining data in software platforms.

The ideal candidate has a bachelors degree (or equivalent), 3 years in financial advisory support, and strong communication skills. Proficiency with eMoney, Salesforce, Excel, and EOS is a plus; growth and licensing opportunities are encouraged.