Certified Financial Planner

Certified Financial Planner Evans May Wealth Carmel, IN Job Details Full-time $65,000 - $75,000 a year 1 day ago Benefits Profit sharing Paid holidays Health insurance Dental insurance 401(k) Paid time off 401(k) 5% Match Vision insurance 401(k) matching Life insurance Qualifications Teamwork Microsoft Excel Active listening CFP Bachelor's degree Attention to detail Data entry Full Job Description Join Our Team at Evans May Wealth Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. It is more than shared values. It is about bringing together smart, capable, and highly driven professionals who are united in purpose to deliver outstanding results and a world class client experience. Your contributions will have a direct impact on our firm and the clients we serve. Your Role and Responsibilities Create financial plans for high net worth clients Interact with high net worth individuals in person, by phone, and via email Assist with client meeting preparation through data entry in eMoney and Excel Prepare client deliverables and identify planning opportunities for advisor consideration Research and stay up to date on industry trends, regulatory updates, and new legislation Provide exceptional client service through active listening and thoughtful problem solving Prepare customized client reports Manage daily tasks with strong attention to detail What We Are Looking For A strong desire to learn and contribute in a team oriented environment An upbeat, positive personality with an excellent phone presence A high sense of urgency and exceptional attention to detail Flexibility to adapt to changing priorities and manage multiple tasks effectively Strong written and verbal communication skills Ability to work both independently and collaboratively Proficiency in Microsoft Office Full time availability, Monday through Friday, in our Carmel office Why Evans May Wealth? This full time position offers exceptional opportunities for personal and professional growth, along with industry leading benefits, including: Health, vision, dental, and life insurance 5 percent 401(k) match up to the IRS maximum, plus an additional 2 percent profit sharing contribution 20 days of PTO plus 10 paid holidays We believe success is not about how many hours you work. It is about the quality of your work and the balance you maintain. During market hours, we are fully committed to delivering excellence to our clients. When the workday ends, we value personal time just as much. If you are looking for a dynamic, client focused role in a firm that prioritizes both excellence and work life balance, we would love to hear from you.

Job Type:

Full time

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Education:

Bachelor's degree required Certified Financial Planner (CFP®) designation required

Work Location:

In person Carmel, IN 46032: Must relocate before starting work

Job Type:

Full-time Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Education:

Bachelor's (Preferred)

License/Certification:

CFP (Required)

Work Location:

In person