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Financial Planning Paraplanner - Client Services & Data Prep
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-12
Listing for:
LHD Retirement
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Indianapolis is seeking a Paraplanner to manage client relationships and assist with financial planning. The ideal candidate should have a Bachelor’s degree, three years of relevant experience, and securities licenses (7 and 63). Strong organizational and communication skills are essential. This full-time role offers the opportunity to work closely with clients and provide high-quality financial services in a supportive environment.
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