Wealth Planning Advisor

Turquoise Wealth Management is growing to keep up with demand for our comprehensive financial planning services.

We are accepting resumes for a wealth planning advisor, in our Lafayette, IN office. Applicants should be self-motivated and true team players. Competitive salary/bonus and benefits are offered.

Desired Skills & Experience
Candidates must:

• • Have a Bachelor’s Degree in a related or challenging field of study
  • Be proficient in Microsoft Excel, Word, Outlook, a CRM, and planning software
  • Be able to meet deadlines and be very detail oriented
  • Be very organized with the ability to deviate from one project to another
  • Be excellent at problem solving, critical thinking and communicating
  • Possess a strong work ethic and ability to multitask
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Be authorized to work in the U.S. without restriction as to duration
  • Pass a thorough background check
  • Pass any applicable pre-employment tests
  • Be licensed with their Series 7, 66, and IN Insurance licenses
  • Have or be a candidate for the CFP® designation

Company Description

At Turquoise Wealth Management we use a comprehensive financial planning process, specializing in in-depth financial planning, asset protection, and tax and estate minimization strategies. We value team work, giving back, and excellence in all that we do!