Holistic Financial Planning Paraplanner

A financial services firm in Carmel is looking for a Paraplanner to support the advisory team in various planning processes. Responsibilities include preparing documentation for meetings, conducting financial research, and client interaction. Ideal candidates will have a Bachelor’s degree in finance or a related field, along with experience in the wealth management industry. Proficiency in software like Redtail and Microsoft Office is required. Join our values-driven team focused on client success. #J-18808-Ljbffr