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Financial Planning Associate in Indianapolis, IN at Vaco

Date Posted: 3/21/2018

Job Snapshot

Job Description

Vaco Indianapolis has partnered with a company located in Indianapolis to fill a Financial Planning Associate position!

Financial Planning Associates help financial representatives increase productivity by providing planning and integrated administrative support.

Specific responsibilities include but will not be limited to:

Marketing Support

▪ Administer onboarding kits for new financial representatives. This includes ordering and setting up:

* Business cards, stationery and marketing materials

* Website, voicemail, E-mail signature and professional profiles

▪ Generate client feed lists, automatics and cross-sell reports

Sales and Service Support

▪ Compile meeting packets for clients

▪ Collect and input client meeting notes

▪ Maintain compliant electronic client files, complaint files and check and order logs

▪ Prepare and manage client communications



▪ Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others

▪ Strong organizational and time management skills with the ability to set priorities and meet deadlines

▪ Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment


▪ Bachelor's Degree in business, finance and/or equivalent work experience

▪ Series 6 or 7, and 63 preferred