Wealth Planner

Jobtailor; Franklin (VA); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor is seeking a motivated professional to assist the local team with client communication, appointment coordination, and the full business development cycle in Franklin, IN. You will prepare personalized planning materials, reports, and documentation while maintaining compliant client records.

You will participate in client meetings, support follow-through and service, and engage in marketing and outreach to grow the client base.

Qualifications

• Strong interpersonal and organizational skills.
• Professionalism and attention to detail.
• Motivation to grow within the financial planning field.
• A passion for helping others achieve long-term goals.
• Openness to obtaining required licenses and certifications.
• Ability to work full time.
• Ability to work with flexibility out of the office located at 99 W Jefferson St, Franklin, IN 46131

Responsibilities

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow-through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship
• Serve individuals, families, and business owners through personalized financial planning and community-focused service

Skills

Interpersonal Skills

Organizational Skills

Client Communication

Financial Planning

Attention to Detail

Education

Bachelor's degree (preferred) or equivalent experience

Job description

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow-through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship
• Serve individuals, families, and business owners through personalized financial planning and community-focused service

Requirements

• Strong interpersonal and organizational skills
• Professionalism and attention to detail
• Motivation to grow within the financial planning field
• A passion for helping others achieve long-term goals
• Openness to obtaining required licenses and certifications
• Ability to work with flexibility out of the office located at 99 W Jefferson St, Franklin, IN 46131
• Bachelor's degree (preferred) or equivalent experience
• Ability to work full time

Core Competencies

Demonstrates strong interpersonal and organizational skills essential for client communication and appointment coordination in financial planning. Committed to ongoing education and obtaining necessary licenses to provide personalized financial services.

Highest-signal resume keywords

• Interpersonal Skills
• Organizational Skills
• Client Communication
• Financial Planning
• Attention to Detail

Soft Skills

• Professionalism
• Motivation
• Flexibility
• Passion for Helping Others

Certifications & Qualifications

• Required Licenses

Industry Keywords

• Business Development
• Client Records
• Personalized Financial Planning
• Marketing and Outreach
• Ongoing Education