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Company Description
Invst is a forward-thinking independent Registered Investment Advisory firm looking for Paraplanner in Lafayette, IN. We are dedicated to empowering entrepreneurs by providing them with the education, guidance, and counsel needed to realize their full financial potential. As a fiduciary, we prioritize our clients' best interests, ensuring that our advice and solutions adhere to the highest professional standards.
Role Description
We are seeking a motivated Paraplanner to join our team in a full-time, on-site capacity. The successful candidate will play a crucial role in supporting our financial advisors by contributing to financial planning, investment strategies, analytical assessments, and report generation. This position offers a unique opportunity to be part of a dynamic team that values collaboration and innovation.
Key Responsibilities
Qualifications
Benefits
Why Join Invst?
At Invst, we are committed to creating a culture of excellence where our employees can thrive. We believe in investing in our team's growth and development, offering a range of professional development opportunities. Our firm is at the forefront of leveraging technology to enhance our operations and services, providing our team with the tools they need to succeed. Join us, and be part of a team that is transforming the financial landscape for entrepreneurs.
Full Time
$86k-102k (estimate)
04/26/2024
05/13/2024
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.