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Wealth Planning Specialist

Job in Evansville, Vanderburgh County, Indiana, 47725, USA
Listing for: Baird
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company based in Indiana seeks a Client Planning Specialist to provide comprehensive financial planning and client service support to Financial Advisors. The ideal candidate should have over 5 years of industry experience, relevant securities licenses, and strong analytical and communication skills. Responsibilities include managing financial plans, ensuring compliance, and enhancing client engagement. This role requires proficiency in various financial management platforms and a proactive approach to problem-solving.
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