Associate Financial Planner/Paraplanner

We are seeking an organized, passionate individual who doesn’t seek to always be in the spotlight and excels at being the glue that holds things together behind the scenes.Ideal for someone who enjoys technical/planning work, collaboration, and making positive client impact, without the desire to perform business development or be fully responsible for owning client relationships.This opportunity is a “career” Associate Financial Planner/Paraplanner role with the right fit being someone capable of a combination of delivering Raving Fans service and fiduciary financial planning, that provides an exceptional experience for our clients.Our firm serves educators and their families, helping them build exceptional lives through thoughtful planning, tax expertise, and outstanding service.What You’ll DoCollaborate with lead Financial Planners to provide an exceptional experience for our clients.Conduct retirement, investment, tax, insurance, and education planning using programs like eMoney, Asset-Map, Holistiplan, and more.Support tax planning and tax preparation work (core to our firm).Communicate with clients to manage meeting cycle and coordinate progress in ongoing tasks to drive continuity between meeting.Prepare meeting materials and assist Financial Planners and clients implementing follow‑up items.Maintain accurate client data in planning software and task tracking CRM.Uphold fiduciary standards and firm planning processes.This role does not require sales, business development, or serving as the primary advisor.Training & DevelopmentStructured onboarding covering systems, processes, and planning standardsHands‑on training with an experienced Associate Financial Planner and the Financial Planners you’ll be working with.Ongoing training under the firm’s President focused on financial planning and tax work.Continued professional development and personal growth.Required Qualifications 2–3 years of experience in a similar positionSeries 65Bachelor’s degree in financial planning, business, education, or similarAbility to pass required background, credit, and fingerprint checksCentral Indiana resident or willing to relocate within 3 monthsPreferred Qualifications3–5 years of experience in a similar position (RIA experience highly preferred)CFP® designationExperience working with educatorsTax planning or preparation experienceEssential SkillsA passion for serving clients and lead Financial Planners at the highest level, each and every day.Strong attention to detail, critical thinking, and the ability to consistently bring them to bear in your work.The maturity to understand and appreciate the impact of our work, and a dedication to success as part of our team.Strong organization and time management skills with the ability to prioritize tasks.A mindset of continuous improvement and a willingness to continue to learn and grow.Demonstrated proficiency in utilizing financial technology (Fintech) software such as eMoney, Asset-Map, Morningstar Office, Redtail, etc.Demonstrated proficiency in utilizing the Microsoft Office Suite (Word, Excel, & PowerPoint.The ability to work independently but also collaboratively in a team environment. (Remote work is possible after the initial training period).Skills & AttributesStrong attention to detail and analytical thinkingExcellent organization and time managementComfort working independently and collaborativelyProficiency with tools such as eMoney, Asset‑Map, Holistiplan, and moreProficiency in Microsoft Word, Excel, and PowerPointCommitment to continuous learning and client service excellenceCompensation & BenefitsSalary: $60,000–$80,000 (depending on experience and certifications)Annual bonus potential based on firm performanceHealth, Dental & Vision options401(k) with 100% match on first 4% + profit sharingUp to 4 weeks PTO to startCompany‑paid life, short‑term, and long‑term disability insuranceCFP® renewal fees, FPA membership, and continuing education (company‑paid)Why This RoleDesigned for someone seeking to be a long-term Associate Financial Planner/ParaplannerNo pressure to become a lead plannerNo sales or business development expectationsMeaningful work supporting educators and their familiesStable, long‑term team role with an amazing teamLong-term growth while making a meaningful difference in clients’ lives