Wealth Planner

• 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
• Serve individuals, families, and business owners through personalized financial planning and community-focused service

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

Demonstrates strong interpersonal and organizational skills essential for client communication and appointment coordination in financial planning. Committed to ongoing education and obtaining necessary licenses to provide personalized financial services.

• Interpersonal Skills
• Organizational Skills
• Client Communication
• Financial Planning
• Attention to Detail

• Professionalism
• Motivation
• Flexibility
• Passion for Helping Others

• Required Licenses

• Business Development
• Client Records
• Personalized Financial Planning
• Marketing and Outreach
• Ongoing Education