Wealth Planner
Indianapolis, Indiana, United StatesAll locationsIndianapolis, Indiana, United StatesCincinnati, Ohio, United StatesDallas, Texas, United StatesDenver, Colorado, United States On-site
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About the role
The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include organizing client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.
What you'll bring
- Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
- 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
- Strong organizational skills with meticulous attention to detail and accuracy.
- Excellent verbal and written communication skills
- enjoys collaborative teamwork.
- Ability to manage multiple projects in a fast-paced, dynamic environment.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- experience with Salesforce or similar CRM is advantageous.
- Must be in good compliance standing with all relevant regulations, rules, and internal policies.
- Ability to travel up to 5%
- Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.
- Demonstrated interest in pursuing professional designations (e.g., CFP®, CFA, CPA) is a plus.