Paraplanner | Elevate Client Service & Growth

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

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