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Wealth Planning Paraplanner — Client-Focused
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-01-23
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Paraplanner to support the advisory team by gathering data, developing financial plans, and facilitating client meetings. Responsibilities include preparing documentation, coordinating financial plan development, and conducting product research. The ideal candidate should have a relevant degree, experience in wealth management, strong communication skills, and proficiency in software like Microsoft Office and industry-specific tools.
This role offers a chance to contribute to meaningful financial conversations and solutions in a client-focused environment.
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