Wealth Planning Associate/Intern

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

We are accepting resumes for a wealth planning associate or intern, 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 prepared to obtain Series 7, 66, and IN Insurance licenses 
  • Pass the SIE exam before applying.

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!