TalentLink Solutions · 1 day ago
Paraplanner - Wealth Management
Carmel, IN
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $85K/yrTalentLink Solutions is a family-owned, full-service financial services firm located in the Carmel area. As a Paraplanner, you will support the advisory team in various phases of the financial planning process, including data gathering, analysis, and the development of financial planning recommendations.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend and participate in meetings with prospects and existing clients for the purpose of notetaking
Record meeting notes on topics covered, changes in client’s needs, and action items
Summarize meeting and schedule action items in contact management software
Complete all action items utilizing firm processes and procedures
Participate in collaborating with clients to establish short term and long term financial goals, such as retirement planning, investment growth, education funding, estate planning, and tax optimization
Coordinate financial plan development, including initial financial plan data entry and working with advisory team to develop recommendations; continuously monitor plan and make any necessary changes
Conduct research and analysis on investment products; evaluate potential investment solutions, presenting findings to advisory team
Assist with evaluating clients’ current financial situation and needs as it relates to insurance coverage, tax planning, retirement planning, estate planning, and risk mitigation; recommend appropriate solutions to the advisory team
Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner
Continuously monitor client data across various platforms for accuracy and continuity
Perform other duties as assigned, such as processing paperwork, assisting with scheduling, and other client service support items
Qualification
Required
Industry-specific software/platform experience required; familiarity with Redtail and Asset Map preferred
Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required
Excellent attitude, professional demeanor, and an extraordinary client service orientation
The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
Excellent communication (written and verbal), relationship building, and organizational skills
Demonstrated ability to multi-task, delegate, and manage a busy workload
Preferred
Bachelor's degree preferred, preferably in finance, financial planning, or a related field
Experience in the wealth management industry, supporting one or more financial advisors preferred
Industry licenses and/or CFP designation preferred, but not required
Experience working with SEI as custodian preferred
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
Founded in 2014
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase