Wealth and Financial Planning Associate

Wealth and Financial Planning Associate Lake City Bank - 3.7 Indianapolis, IN Job Details Full-time 1 day ago Qualifications Computer operation Microsoft Excel Microsoft Outlook Computer literacy Financial analysis Accounting Data collection Technical Proficiency Full Job Description Are you a detail-oriented individual who enjoys analyzing financial information, coordinating solutions, and supporting client goals? Do you want to work for a company that cares about your future? As a Wealth and Financial Planning Associate in Indianapolis, IN, you will: Work collaboratively with Trust Officers, Investment Officers, and Wealth Advisors to support development and delivery of plans. Perform paraplanning activities, including data gathering and preparation of planning deliverables. Support WAG Officers on the account opening and closing process for all assigned accounts.

Basic Qualifications Include:

Bachelor's degree or equivalent work experience required. One+ year of experience in banking, financial planning, wealth management, trust administration, or related field required. Ability and desire to work toward the CFP designation. Working knowledge of basic accounting principles, and financial analysis concepts. Understanding of bank procedures and policies. Advanced personal computer competency. Experience with Microsoft Word, Excel, Outlook, and PowerPoint.

Hours:

Monday-Friday:

8:00-5:00 Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics. Applicants have rights under Federal Employment Laws