Associate Wealth Planner

Responsibilities 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 Requirements 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 Bachelor’s degree (preferred) or equivalent experience Openness to obtaining required licenses and certifications Ability to work (with flexibility) out of our office located: 99 W Jefferson St, Franklin IN 46131 #J-18808-Ljbffr