Wealth Planner

Corient; Indianapolis (IN); On-site; USD 100,000 - 124,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Manager to support Wealth Strategists and Advisors. The role involves financial planning, data gathering, and client meeting preparation. Candidates should possess relevant certifications and strong analytical skills. This full-time position offers a competitive salary and benefits.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Qualifications

• Minimum of 2-5 years’ experience required.
• Strong integrity and ability to maintain confidentiality.
• Proactive approach to work with ownership of projects.

Responsibilities

• Support Wealth Strategists and Advisors with financial planning.
• Gather data and complete financial plans as requested.
• Attend client meetings and document task items.

Skills

Communication

Analytical

Detail-oriented

Education

CFP

CFA

CPA

JD

MBA

Tools

Microsoft Excel

eMoney

Job description

5 days ago Be among the first 25 applicants

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This position will play a vital role in supporting Wealth Strategists and Wealth Advisors by providing solutions to core planning issues, including goals-based cash flow planning, budgeting, retirement planning, education funding, investment allocation, and estate, trust, tax and charitable strategies.

Responsibilities

- Increasing level of financial planning and investment knowledge through practice and support of planning teams and Wealth Advisors

- Data gathering and collection

- Completes financial plans, investment reports, tax and estate analysis as requested

- Prepare for and attend client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisor and/or Wealth Advisor

- Limited oversight on simple projects and plans

- Actively observe and learn complex planning strategy and approach

- Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements

- CFP, CFA, CPA, JD, or MBA required

- Minimum of 2-5 years’ experience

- Proficiency in Microsoft Office, especially Excel

- eMoney experience, preferred

- Strong integrity and ability to maintain confidentiality

- Excellent team player with strong communication skills

- Detail-oriented with excellent analytical and organizational abilities

- A proactive approach to work, with the ability to take ownership of projects and see them through to completion

- Financial planning and investment principles, including processes and procedures

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Analyst

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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