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Paraplanner | Elevate Client Service & Growth
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-11
Listing for:
Invst
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Invst, an independent Registered Investment Advisory firm in Indianapolis, seeks an experienced Paraplanner to provide comprehensive support to advisors. You will handle client communications, assist in meetings, maintain data in eMoney and Salesforce, and process insurance applications while following firm protocols.
The ideal candidate has 3 years of financial advisory support experience, strong interpersonal skills, and a drive to learn and grow within the firm; this role is not an advisor
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