**Company**: Phillips Financial

**Position**: Paraplanner

**Overview**:
**Key Areas of Responsibilities**
- Financial plan preparation
- Financial planning services and client follow-up
- Investment review preparation
- Trade execution
- Special Projects

**Requirements for success**
- Standard of excellence
- Strong communication skills
- Attention to detail and excellent organization skills
- Accuracy
- Ability to multi‐task
- Proficient with technology, MS Office, CRM experience a plus
- Resourcefulness and ability to problem-solve

**Benefits**
- Competitive salary and bonus opportunity commensurate with experience
- Comprehensive benefits package, including health, dental, disability, and vision insurance, HSA contribution, 401k match, and professional development reimbursement
- Generous PTO and 10 paid company holidays

Pay: $45,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance

Compensation package:

- Yearly bonus

Physical setting:

- Office

Schedule:

- Monday to Friday

**Experience**:

- Financial planning: 1 year (preferred)

License/Certification:

- CFP (preferred)

Ability to Commute:

- Fort Wayne, IN 46804 (preferred)

Ability to Relocate:

- Fort Wayne, IN 46804: Relocate before starting work (required)

Work Location: In person