Wealth Planner

Market Tower, 10 W Market St, Indianapolis, IN 46204, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

Provide support in all aspects of the financial planning process to Financial Advisors (FAs) in Baird branches across an assigned region. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer. Maintain a flexible schedule to allow for travel to Baird branches. Be able to interpret various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, , life insurance policy documents, , etc. Provide training on financial planning software for FAs and Client Specialists (CSs) who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations.

Where is this job?

This job is located at Market Tower, 10 W Market St, Indianapolis, IN 46204, USA

Job Qualifications

Experience in the brokerage industry a plus
Experience preparing tax returns and researching tax issues preferred.
Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such licenses.
Certified Financial Planner (CFP) or similar license required.
Minimum of five years previous financial planning experience required.

Required Skills

MS Word
Time Management Skills
MS Excel skills
MS PowerPoint Skills
Strong writing skills
Presenting skills
MoneyGuide

Soft Skills

Driven and self-motivated
Prioritizing skills
Adaptability
Problem-solving and resourcefulness
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker

Compensation

According to JobzMall, the average salary range for a Wealth Planner in Market Tower, 10 W Market St, Indianapolis, IN 46204, USA is $50,000 to $125,000 per year. The salary range can vary depending on the experience and qualifications of the individual. Factors such as the size of the company, the size of the financial planning team, and the location of the job can also influence the salary range.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedSeptember 12th, 2022

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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