Wealth Planning Paraplanner — Growth Path & 401(k)

Market Street Wealth Management Advisors; Crawfordsville (IN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) plan with company contributions

Paid vacation

Annual bonus plan

Professional development support

Referral incentives

Job summary

Market Street Wealth Management Advisors, LLC in Crawfordsville, IN is seeking a detail‑oriented administrative professional to support CERTIFIED FINANCIAL PLANNER™ team members. You will organize financial data, input data into planning software, and prepare client deliverables for meetings, while maintaining CRM records and processing paperwork for custodians.

The role suits someone who thrives on a tight process, delivers excellent service, and has a background in service/operations.

Qualifications

• Associate’s degree or equivalent hands-on experience in service, administrative, or operations-focused role.
• Track record of owning a process from start to finish and ensuring nothing falls through the cracks.
• Experience training, onboarding, or supporting other team members is a plus.
• Background in financial services, banking operations, healthcare administration, customer care, or another client-facing, process-driven field.
• Interest in a career with an Independent Fee-Only Registered Investment Advisory (RIA) business.
• Ability to work in Crawfordsville office, with occasional travel to Indianapolis for all-team meetings and projects.
• Proficiency with Word, PowerPoint, Excel, and Outlook.
• Strong written and verbal communication skills.
• Ability to multi-task, manage time effectively, and work unsupervised.
• Understanding of fiduciary responsibility to clients.
• Ability to maintain absolute confidentiality in dealing with client matters.
• Desire to work in a small company environment.

Responsibilities

• Prepare and process documents for client accounts with our custodian to open/close accounts, and process transfers and rollovers.
• Review and organize client information including financial statements, tax documents, legal documents, insurance policies, and other data.
• Maintain client information and communication within our firm's CRM system.
• Manage financial planning software including plan input, running scenarios, and printing reports for client meetings.
• Attend client meetings in a supporting role as requested.
• Assist with gathering and organizing client tax documents for tax projection preparation.
• Assist with gathering insurance policy information and documentation to support advisor's policy review.
• Scan of client and firm documents.
• Create Investment Policy Statements for clients.
• Communicate with and respond directly to client requests via phone and email.
• Attend Market Street Staff meetings and assist with special projects.

Skills

Word

PowerPoint

Excel

Outlook

Multi-tasking

Education

Associate’s Degree

Job description

Market Street Wealth Management Advisors, LLC in Crawfordsville, IN is seeking a detail‑oriented administrative professional to support CERTIFIED FINANCIAL PLANNER™ team members. You will organize financial data, input data into planning software, and prepare client deliverables for meetings, while maintaining CRM records and processing paperwork for custodians.

The role suits someone who thrives on a tight process, delivers excellent service, and has a background in service/operations.