Associate Wealth Planner

Role Overview

• 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

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
• Bachelor’s degree (preferred) or equivalent experience
• Openness to obtaining required licenses and certifications
• Ability to work (with flexibility) out of our office located: 99 W Jefferson St, Franklin IN 46131

Benefits

• Retirement
• 1-1 Mentorship
• Licensing Support
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance