Wealth Planning Paraplanner – Growth & Impact

Jobot; Saint Joseph (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobot is seeking a Licensed Paraplanner in Merrillville, IN to support a growing wealth management team. You will organize and analyze client financial information, develop comprehensive plans, and work closely with advisors to implement recommendations.

The role emphasizes a planning-first approach, with opportunities for professional development, licenses sponsorship, and a collaborative, supportive environment. On-site work with a stable, long-term client base.

Qualifications

• Experience in financial planning, wealth management, financial services, accounting, or related analytical field.
• Willingness to obtain securities licenses including Series 7, with sponsorship discussed during hiring.

Responsibilities

• Gather, organize, and analyze client financial information.
• Prepare and update comprehensive financial plans using planning software.
• Enter client data into planning systems and ensure accuracy.
• Assist with retirement projections, cash-flow analysis, and tax-efficient strategies.
• Collaborate with advisors to prepare for client meetings and develop recommendations.
• Maintain organized client records and ensure compliance procedures.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Education

Bachelor's degree in accounting/finance/business

CFP coursework or pursuing CFP designation

Job description

Jobot is seeking a Licensed Paraplanner in Merrillville, IN to support a growing wealth management team. You will organize and analyze client financial information, develop comprehensive plans, and work closely with advisors to implement recommendations.

The role emphasizes a planning-first approach, with opportunities for professional development, licenses sponsorship, and a collaborative, supportive environment. On-site work with a stable, long-term client base.