Financial Planning Professional

4 weeks ago


Indianapolis, Indiana, United States New Planner Recruiting LLC Full time

Our client is a well-established financial planning firm that has been serving clients for over three decades. They are adding a new team member to increase services to current clients and expand capacity for new clients.

This is a great learning opportunity provided by a firm that is invested in the development of a new planner who has a desire to serve, to learn, and to grow with the firm.

The ideal candidate will have a strong passion for financial planning and a desire to work in a collaborative team environment.

Responsibilities will include:

  • Providing financial planning services to clients
  • Assisting in the development of financial plans and investment strategies
  • Working closely with the team to ensure excellent client service

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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