Financial Planner

Located in Louisville, KY.

We are currently seeking a detail-oriented and organized full-time Paraplanner to support our advisors by preparing comprehensive financial plans. This is a great opportunity for someone who enjoys behind-the-scenes planning and client support with opportunities to grow.

• Analyze client financial data and build comprehensive financial plans
• Prepare core planning reports (net worth, cash flow, retirement projections, risk analysis, etc.)
• Identify gaps, opportunities, and recommendations to improve client outcomes

• Gather and organize client financial documents
• Prepare meeting materials, reports, and presentations
• Develop clear, client-friendly planning summaries and recommendations
• Support in ensuring the advisors are fully prepared for meetings
• Assist in designing planning strategies across retirement planning, investment allocations, tax strategies (including Roth conversions), insurance and estate considerations, etc.
• Provide insights and analysis to support advisor recommendations

• Track and manage action items after meetings
• Ensure timely execution of planning recommendations
• Support execution of client rollover calls
• Maintain strong, professional client communication, with a focus on long-term relationship retention
• Execution of stock & ETF trades for client portfolios
• Confirmation and execution of contribution and distribution requests, including trading

• Manage CRM updates and planning workflows
• Partner with operations team to ensure smooth implementation
• Track outstanding tasks to ensure nothing falls through the cracks
• All other duties as assigned

• High School Diploma
• 3-5+ Years Financial Planning or Wealth Management Experience
• Investment License, series 7 preferred (requirement to obtain if not already active)
• CFP designation desired (requirement to obtain if not already active)
• Prior Experience Directly Supporting Financial Advisors
• Bachelor’s or Associate degree in finance, accounting or similar field
• Clear and Professional Communication (Verbal and Written)
• Strong Attention to Detail and Organizational Skills
• Self-Starter with Growth Mindset
• Ability to Learn and Adapt to Changes

This is an in-office position, Monday – Friday. Choice of either 8:00 am to 4:00 pm, or 8:30 am to 4:30 pm.

Salary $50,000 - $85,000 - varies based on experience, licensing & credentialling