Paraplanner - Fiduciary Wealth Team; PTO
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Analyst, Financial Advisor / Consultant, Financial Services
Market Street Wealth Management Advisors in Crawfordsville, IN is seeking a diligent Paraplanner/Operations Assistant to join our fee-only team. You will organize data for financial planning, input into planning software, and prepare client deliverables while maintaining CRM data accuracy.
This full-time role emphasizes process discipline, excellent service, and collaboration with FPQP® and CFP® professionals. Office-based with occasional Indianapolis meetings.
Our organisation is growing, and we are hiring a Paraplanner
- Grow with a Fiduciary Wealth Team (401k+PTO) in Crawfordsville, IN, United States.
This role is for the Paraplanner
- Grow with a Fiduciary Wealth Team (401k+PTO) role at Market Street Wealth Management Advisors.
We are seeking a motivated Paraplanner
- Grow with a Fiduciary Wealth Team (401k+PTO) to join Market Street Wealth Management Advisors in Crawfordsville, IN, United States.
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