Welcome to our career opportunities page. Financial Planning Consultants, Inc.(FPC) is dedicated to excellence in the services we provide. There are three career paths at FPC:

  • Financial Planning & Consulting
  • Investment Research & Portfolio Management
  • Operations & Client Service

We provide an outstanding opportunity for highly motivated individuals seeking long-term employment in a dynamic, challenging, and team oriented environment. Our explosive growth has created excellent opportunities for professionals who want to make a difference, who are eager to take responsibility, and who enjoy challenging projects.

We offer a competitive salary and benefits programs including a retirement plan and health insurance.

Core Staff & Internships:

FPC staff is made up of bright, creative, energetic individuals who work together to grow our firm and provide our clients with outstanding service. We believe extraordinary companies are made up of extraordinary people.  In building our team we have sought people who exhibit unquestioned integrity, are driven to excel, and can function well in a team environment.  Over the years we've learned to be patient in our search for the right person to fill each open position.  As a firm, we believe in investing in our team via training and the work environment.  We seek to be flexible in dealing with each person as an individual in hopes of getting the best out of each in return.  We believe in giving our employees the respect they deserve and have done our best to foster an environment of mutual respect up, down, and sideways within the organization. We believe employees who are respected, challenged, and well paid will be happy, highly productive, and likely to remain with us long-term to the ultimate benefit of our clients.  If you have a strong work ethic and commitment to outstanding client service, we would like to speak with you.  We offer a unique opportunity for employees to take part in the firm’s growth and decision-making process.

Our Mission
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. (See Our Mission Statement)

Our Values
Our values are ideas we believe in most deeply as individuals, and as such they apply to our personal as well as to our professional lives. They are the standard against which we measure each others’ behavior in personal and professional settings. (See Our Philosophy)

Above all, we value acting and living with Integrity.
As human beings first and professionals second, we place the highest value on our ability to feel good about who we are and what we do. In a professional context, this means that we will never slant or bias an expressed opinion for any reason, and we are happy to forgo relationships with any people or companies who do not live and act accordingly.

We make and keep commitments – to each other, and to our clients.
No organization can be truly successful if its members cannot count on other members in doing exactly what they commit to do when they commit to doing it. We extend this deeply-ingrained value to our relationships with our partners and clients – we do not make commitments lightly, but if and when we do make a commitment, we keep it. Period.

We are committed to lifetime learning and to continuous improvement.
We believe that one of the primary reasons for our existence is to grow, develop, and help others do the same. As professionals and as individuals, we are committed to continuously improving and enhancing what we know, what we do, and who we are.

We communicate openly and honestly, especially when doing so is difficult.
We hold each other accountable for saying what we mean and meaning what we say. We believe that any team, regardless of context, can only function effectively if all team members communicate with each other openly and honestly. We do not tolerate dishonest communication in any form, which includes dishonesty through omission.

We work to live – we do not live to work.
The professional dimension is one of many important dimensions in life. We strive to excel as professionals to benefit our clients, and to generate financial abundance for ourselves and for those about whom we care. We take a balanced approach to life and make professional commitments that allow us to also achieve success in the physical, relationship, contribution/spiritual, and personal development dimensions.

If these values seem consistent with how you already think and act and you would be interested in joining our team as a team member or partner, please contact us. We are always looking to enrich our relationships through forming new associations with like-minded individuals and companies.

FPC is currently recruiting for the following position(s):

Marketing Assistant

Internships


**For position updates, be sure to visit this page periodically**


Associate Financial Planner

The Associate Financial Planner will create new relationships from our qualified referrals and also maintain relationships with our existing clients. We are very interested in the type of person who will take the position seriously, work diligently towards their goals, and can thrive as part of our team. Associate Planners will complete three years of comprehensive, hands-on training, designed to make sure each associate becomes knowledgeable planners.  Successful candidate would most likely have an existing clientele with less than five years in the business who would like to concentrate more on client relationships rather than back office.

Our position is different from most financial services positions in that we do not require our Associates to build client relationships through cold calling. Our reputation for delivering high quality planning and advisory services has provided us with the enviable position of receiving more qualified referrals. We have proven this to be the most successful method of building long-term client relationships, which in turn leads to an incredibly rewarding career.

What qualifications you'll need ...You will need to:

  • Have experience working with high net worth individuals and family groups
  • Have a desire and ability to work in a team-based environment
  • Participate in the firm’s client service-focused culture
  • Share the firm’s investment management philosophy
  • Be willing to implement a model portfolio strategy developed by a centralized investment committee in which you will be a member
  • Have a familiarity with various aspects of hands-on portfolio management including tactical asset allocation, manager selection, traditional and non-traditional asset classes, and the various investing styles
  • Have an awareness of financial planning issues related to managing wealth
  • Must be organized and detail-oriented with first-rate problem solving skills
  • Have a demonstrated ability to earn the trust and respect of clients and peers
  • Have an extremely high level of personal and professional integrity
  • Have earned or have a desire to work towards an MBA®, CFA®, CIMA®, CFP® or CPA®

Duties and Responsibilities include:

  • Serve as a secondary client service contact for a limited number of existing clients.  After a training period, you will serve as a primary contact for some of these clients
  • Preparing, presenting and implementing financial and investment plans
  • Participate in all aspects of servicing clients, including:
    • Assisting clients in setting an investment strategy, implementing an initial asset allocation, rebalancing each client’s portfolio, implementing strategy changes, etc.
    • Conducting regular meetings with clients to review portfolio strategy, account activity, performance, etc.
    • Maintaining and/or establishing relationships and coordinating with clients’ other professional advisors (CPAs, attorneys, etc.) as needed
  • Be a member of and participate in the firm’s Investment Committee and Planning Committee
  • Either have or develop a network of potential referral sources
  • Either have existing clients or demonstrate the ability to generate new business
  • Presenting at financial education workshops (optional)

Compensation:

  • The Associate Planner compensation combines an attractive base salary and future compensation
  • Opportunities within the firm are enhanced after obtaining necessary licenses and the Certified Financial Planner (CFP®) designation
  • Includes incentive compensation as well as a full menu of benefits

Click here to apply

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Wealth Manager

We are looking to hire an experienced person to help prepare and present comprehensive financial plans and integrated investment services for our clients.  We are looking for someone smart, skilled in financial planning, personable, caring and wants to work in and add to a team environment. Within our firm, Wealth Managers manage the relationships and develop the strategic directions for the services and advice to be offered; actual analysis and plan preparation as well as investment implementation is delegated to other firm personnel, with oversight from the Wealth Manager.  A successful candidate would most likely have an existing clientele with more than five years in the business who would like to concentrate more on client relationships rather than back office.

To advance within the firm, the person filling this position will need to not only provide high quality service and advice to existing clients, but also successfully develop new business and be involved with the profession or the community in ways that enhance the reputation and visibility of Financial Planning Consultants, Inc.

What qualifications you'll need...You will need to:

  • Have experience working with high net worth individuals and family groups
  • Have a desire and ability to work in a team-based environment
  • Participate in the firm’s client service-focused culture
  • Share the firm’s investment management philosophy
  • Be willing to implement a model portfolio strategy developed by a centralized investment committee in which you will be a member
  • Have a familiarity with various aspects of hands-on portfolio management including tactical asset allocation, manager selection, traditional and non-traditional asset classes, and the various investing styles
  • Have an awareness of financial planning issues related to managing wealth
  • Must be organized and detail-oriented with first-rate problem solving skills
  • Have a demonstrated ability to earn the trust and respect of clients and peers
  • Have an extremely high level of personal and professional integrity
  • Ideally have earned an MBA®, CFA®, CIMA®, CFP®or CPA®

Duties and Responsibilities include:

  • Initiate strategic directions for the advice and service of clients
  • Participate in all aspects of servicing clients, including:
    • Assisting clients in setting an investment strategy, implementing an initial asset allocation, rebalancing each client’s portfolio, implementing strategy changes, etc.
    • Conducting regular meetings with clients to review portfolio strategy, account activity, performance, etc.
    • Maintaining and/or establishing relationships and coordinating with clients’ other professional advisors (CPAs, attorneys, etc.) as needed
  • Be a member of and participate in the firm’s Investment Committee and Planning Committee
  • Appropriately delegate investment and planning activities to the respective departments
  • Either have or develop a network of potential referral sources
  • Either have existing clients or demonstrate the ability to generate new business
  • Presenting at financial education workshops (optional)

Compensation:

  • Commensurate with experience and skills, revenue-producing clients brought with you, and other ways you will add to the firm’s capabilities
  • Includes incentive compensation as well as a full menu of benefits 

Click here to apply

 

 

 

Financial Planning Analyst

We are seeking an individual to serve as Financial Planning Analyst for our growing client base. The Financial Planning Analyst will have the opportunity to work directly with and mentor under the President of the Firm, and the individual’s primary responsibility will be to develop financial plans in a non-sales back-office environment. Financial Planning Consultants, Inc. serves several hundred clients mainly in Indiana, and is dedicated to providing a client-focused integration of investment management and comprehensive financial planning services.

Educational Requirements:

  • Bachelor degree
  • Professional designation (e.g., CFP®, CPA®) or is a candidate for a professional designation

Job Responsibilities:

  • Be involved with the entire financial planning process, including:
    • Participate in the data collection process
    • Input information into financial planning software
    • Perform detailed document review and analyze client information and situation across the full range of financial planning spectrum to develop plan recommendations
    • Research additional information and issues as necessary on a case-by-case basis
    • Write customized financial plan observations and recommendations for each client case
    • Maintain communication with current clients through on-going mailings and phone calls
  • Additional responsibilities may include:
    • Write articles for firm’s website
    • Facilitate the review process
    • Participate in client service model
    • Correspond with clients on numerous and various financial planning issues as they arise
    • Assist in the development of client presentations
    • Assist in maintaining and updating our client database

Personal Characteristics:

  • Strong writing and communication skills
  • Ability to remain organized in busy, active environment
  • Sharp analytical skills, with a high attention to detail
  • Desire to pursue further knowledge and designations in financial planning
  • Comfort with Microsoft Office software, and ability to quickly learn new software programs
  • Client-service mentality, impeccable integrity and ethics
  • Self-motivation, excitement, and enthusiasm to develop their career with a rapidly-growing firm
  • Has a strong desire to become an expert in all aspects of financial planning

Planning Analysts are considered high profile positions within our firm and are also paid a competitive salary with participation in firm bonus plans. The career path could also lead to higher level planning and/or client management positions, including Associate or Planner, Planning Manager, Director of Financial Planning, etc. Proficiency in financial planning concepts (CFP® preparatory course work preferred) is central to the Planning Analyst position. 

Click here to apply

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Operations Specialist

We are seeking a detail-oriented, dependable Operations Specialist with strong communication abilities.  Our ideal team member would be someone who is confident, resourceful, and an energetic self-starter with a professional appearance and a desire to learn new skills.

Qualifications:

  • Associate degree and/or experience working in this kind of position is required
  • Excellent computer knowledge an absolute must, including:
    • MS Word
    • MS Excel
    • MS PowerPoint
  • Ability to work independently or with a team when coordinating projects
  • Organizational and time management skills
  • Ability to multi-task with changing priorities is a must

Duties:

  • Administrative, operational and compliance functions
  • Run the Indianapolis office with little or no supervision
  • Assist with technology changes and upgrades
  • Special projects
  • General support for the President/Registered Principal
  • Scheduling appointments & sending reminders
  • Preparing presentations and monthly reports
  • Handling investment transactions
  • All other duties as necessary for the growth of the practice

We are a fast-growing wealth management firm that offers great opportunity for career development and a competitive compensation package.

Click here to apply

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Retirement Plan Consultant

We are seeking a Retirement Plan Consultant to be the client contact for new and existing plans.  Candidate will be consulting with clients regarding plan needs, maintaining client relationships, handling all client correspondence, and conducting employer meetings. Our compensation and benefits package is comprehensive and competitive and our corporate philosophy supports an atmosphere in which our associates have the opportunity to grow and prosper in the spirit of teamwork and cooperation.
 
Major Responsibilities:
  • Client contact for new and existing retirement plans ranging in size
  • Maintain client relationships in a proactive manner
  • Handle all client telephone calls, questions and correspondence
  • Due Diligence/Plan Review with key decision makers including discussions about plan design, investments, plan installation and transition support
  • One-on-One client education of roles and responsibilities with maintaining a qualified retirement plan
  • Onsite enrollment meetings/workshops
  • Consult with clients regarding any needs for plan changes and amendments, explain testing requirements and make recommendations to help plans pass compliance tests
  • Communicate with clients on all administrative issues, and keep clients informed of recent industry trends
  • Help administer 401(k), profit sharing, money purchase pension, ESOPs and 403(b) plans
  • Provide technical support to clients and communicate the application of legislative issues
  • Understand other plan issues such as minimum required distributions, joint and survivor requirements, compensation, benefits and contribution limits, and social security integration
  • Participate in vendor reviews to ensure consistent, superior customer service and competitive pricing
  • Handle technical questions from department staff. Resolve and/or research compliance issues, including client calls and technical letters when appropriate
  • Assist advisors on all new and takeover plans including preliminary audit of existing documents for prospective clients. Identify and advise on potential problems
  • Maintain plan specific information in department database
Core Job Objectives:
  • Establish effective working relationships with Internal Partners, Clients and Vendors
  • Demonstrate a "whatever it takes" attitude to ensure client satisfaction and to support key FPC initiatives
  • Work with Internal Partners and Vendors to ensure accurate and timely response to all outstanding client/plan issues
  • Work with all partners in a manner that fosters mutual respect and teamwork
  • Respond to requests from all partners by stated timeframes
  • Ensure appearance of work area is neat, organized and professional ("client presentable")
  • Consistently be on time for work and all scheduled meetings and training classes
  • Review emails within 24 hours and client messages within 2-4 hours
Required Skills & Qualities:
  • 3+ years experience working with qualified retirement plans
  • High level of computer literacy including working knowledge of Windows, Excel, Word for Windows and databases
  • Good understanding of plan documents and implications of plan provisions
  • Takes an active role in developing the department, helping it grow and be more efficient
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative
  • Very strong time management skills, keeps manager informed of problems
  • Ability to meet deadlines, attention to detail and ability to self-check work
  • Excellent research and problem solving skills
  • Exceptional organizational skills
  • Excellent verbal and communication skills required
  • Strong presentation skills and the ability to resolve issues for FPC clients
  • Bachelor’s degree or equivalent combination of work experience and education required

Click here to apply

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Client Service Associate

We are seeking a detail-oriented, dependable Client Service Associate with strong communication abilities.  Our ideal team member would be someone who is confident, resourceful, and an energetic self-starter with a professional appearance and a desire to learn new skills.

Qualifications:

  • Associate degree and/or experience working in this kind of position is required
  • Excellent computer knowledge an absolute must, including:
    • MS Word
    • MS Excel
    • MS PowerPoint
  • Ability to work independently or with a team when coordinating projects
  • Organizational and time management skills
  • Ability to multi-task with changing priorities is a must

Duties:

  • Support employee responsible for paperwork, client reports, maintaining contact with clients to provide or obtain updated information, scheduling meetings with preferred staff, and troubleshooting problems. 
  • Order medical exams and other tests for insurance applicants
  • Computer input of basic information for cases
  • Prepare basic proposals, compose letters and various correspondence
  • Special projects
  • Assist planner in offering clients the best service
  • Office and phone coverage for the Indianapolis office
  • All other duties as necessary for the growth of the practice

We are a fast-growing wealth management firm that offers great opportunity for career development and a competitive compensation package.

Click here to apply

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Marketing Assistant
 
Description:
 
An intelligent, articulate and detail orientated person to assist the Director of Business Development.
 
This is an opportunity to contribute significantly to the growth of our firm and provide assistance to our financial advisors.  You will be the primary assistant to the Director of Business Development.
 
Qualifications:
  • Required
    • Four year college degree
    • Demonstrated excellence in verbal, written language; computer skills
    • Highly motivated, self-starter
    • Occasional travel
  • Desirable
    • Experience in marketing
    • Experience and/or interest in financial planning and investing
 
Responsibilities:
  • Implementing a tightly defined marketing program using a variety of tools ranging from emails and postcards to live demonstrations
  • Management of a contacts database
  • Responding to phone calls from clients and prospective clients
  • Event planning for conferences and meetings; attending conferences and representing the firm at our conference booth
  • Assisting with the planning and implementation of web casts, conference calls and open houses
  • Assisting with media requests, regular press mailings and media events
  • Assisting with content management
  • Writing and editing marketing materials using MS Word and PowerPoint

 

 

Internships

The Financial Planning Consultants Internship Program is designed to provide an opportunity for college students to gain supervised practical experience in the financial planning and securities industry. We offer internship opportunities year round in the areas of finance, marketing and operations for both graduate and under-graduate students.  During the academic year, we accept both for-credit full-time interns, and non-credit part-time interns (we can flex your schedule around your classes).  We look for students who have a strong work ethic, excellent team skills, and the desire to learn and grow.

During the internship, the students are given the opportunity to learn:

  • FPC’s mission, philosophy, and culture
  • Firm objectives
  • Financial planning and investments
  • Administrative/financial policies and procedures

Candidates for the FPC Internship Program must hold the following qualifications:

  • Current college student at an accredited college
  • Completion of a minimum of one year of study at an accredited college
  • Minimum of a 2.5 grade point average
  • Letter of recommendation from a college instructor
  • Completion of all application procedures and satisfactory background checks

The FPC’s Internship Program is structured as follows:

  • The position is full-time during the summer and part-time during the academic year (we do not offer “summer only” internships).  We require a minimum of 160 work hours (this averages approximately 10 to 16 hours per week) during the fall and spring school semesters.  During the summer, we require forty (40) work hours per week.
  • Placement will be subject to career objectives and firm needs
  • Assignment of a mentor within the office to offer guidance and structure on-the-job training projects
  • Final evaluation completed by both intern and mentor to determine the value of the program to the student and firm; and performance of both intern and mentor
  • Interns are not eligible for benefits and are paid an hourly wage

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For specific Internship positions, please click the following:
Finance Intern
Marketing Intern
Operations Intern

 

Finance Intern

We are seeking college sophomores, juniors, or seniors to join our team for a Finance Internship.  We will provide qualified individuals with outstanding education and growth opportunities.  If you are a high energy individual with a strong work ethic, excellent team skills and outstanding communication skills, we would like to speak with you.

The position is full-time during the summer and part-time during the academic year (we do not offer “summer only” internships).  We require a minimum of 160 work hours (this averages approximately 10 to 16 hours per week) during the fall and spring school semesters.  During the summer, we require forty (40) work hours per week.

Necessary Skills

  • MS Word
  • MS Excel
  • MS PowerPoint
  • Strong communication and grammar skills
  • Knowledge of investment concepts: Stocks, Bonds, Mutual Funds, etc.

Investment Management Duties:

  • Arrange, listen to and write reports summarizing conference calls with portfolio managers of mutual funds and/or privately managed accounts
  • Perform research on mutual funds, stocks and other securities
  • Assist in the development of presentations to clients and potential clients
  • Prepare securities transfer paperwork – perform follow-up on transfer process and record progress
  • Update securities prices of individually held securities
  • Troubleshoot client account problems
  • Assist in the development of model portfolios, Investment Policy Statements of clients, FPC’s Risk Tolerance Questionnaire and Portfolio Manager Interview Questionnaires
  • Maintain and update various information regarding recommended investments
  • Participate in Investment Committee meetings
  • Update and maintain spreadsheets for Equity Portfolios: Stock Analysis pages

Financial Planning Duties:

  • Assist in the development of presentations to clients and potential clients
  • Research insurance company information:
    • Prepare client policy surveys to insurance companies
    • Obtain ratings information of insurance companies
  • Troubleshoot client problems
  • Research savings bond information
  • Prepare loan amortization schedules
  • Prepare cost basis calculations for securities sold during the current year
  • Call various companies for information on behalf of clients

Miscellaneous Duties:

  • Perform general office duties – approximately 15% to 20% of the position.

Click here to apply

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Marketing Intern

We are seeking college sophomores, juniors, or seniors to join our team for a Marketing Internship.  We will provide qualified individuals with outstanding education and growth opportunities.  If you are a high energy individual with a strong work ethic, excellent team skills and outstanding communication skills, we would like to speak with you.

The position is full-time during the summer and part-time during the academic year (we do not offer “summer only” internships).  We require a minimum of 160 work hours (this averages approximately 10 to 16 hours per week) during the fall and spring school semesters.  During the summer, we require forty (40) work hours per week.

The position of Marketing Intern will be a mentoring relationship with the President/Planner of the firm in the areas of marketing and financial planning and with the Office Manager for all administrative aspects.  We believe this relationship will advance your education at a very rapid pace.

Necessary Skills

  • MS Word
  • MS Excel
  • MS PowerPoint
  • Strong communication and grammar skills
  • Knowledge of investment concepts: Stocks, Bonds, Mutual Funds, etc.

Marketing Duties:

  • Assist in the development of presentations to clients and potential clients
  • Research insurance company information:
    • Prepare client policy surveys to insurance companies
    • Obtain ratings information of insurance companies
  • Troubleshoot client problems
  • Assist in scheduling appointments
  • Research savings bond information
  • Prepare loan amortization schedules
  • Prepare cost basis calculations for securities sold during the current year
  • Call various companies for information on behalf of clients

Miscellaneous Duties:

  • Perform general office duties – approximately 15% to 20% of the position.

Click here to apply

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Operations Intern

We are seeking college sophomores, juniors, or seniors to join our team for an Operations Internship.  We will provide qualified individuals with outstanding education and growth opportunities.  If you are a high energy individual with a strong work ethic, excellent team skills and outstanding communication skills, we would like to speak with you.

The position is full-time during the summer and part-time during the academic year (we do not offer “summer only” internships).  We require a minimum of 160 work hours (this averages approximately 10 to 16 hours per week) during the fall and spring school semesters.  During the summer, we require forty (40) work hours per week.

Our ideal team member would be someone who is confident, resourceful, and an energetic self-starter with a professional appearance.  Organizational and time management skills to efficiently handle multiple tasks with changing priorities is a must as well as the ability to work independently or as a team when coordinating projects.

Necessary Skills

  • MS Word
  • MS Excel
  • MS PowerPoint
  • Strong communication and grammar skills

Duties include:

  • A combination of administrative, operational and compliance functions
  • Secretarial duties
  • Special projects and general support for the Branch Manager/Registered Principal
  • Maintaining the office by scheduling appointments
  • Preparing presentations
  • Responding to customer requests
  • Maintaining files and research
  • Mailing of marketing packets
  • Prepare cost basis calculations for securities sold during the current year
  • Call various companies for information on behalf of clients

Click here to apply

 
 
To Apply:
 
Please submit by mail, fax or e-mail to the attention of the Office Manager your completed employment application, resume and a cover letter detailing your career expectations, compensation goals and a brief explanation of why you want to join FPC. If your experience and skills match a current opening, we will contact you to discuss joining our talented team.
 
 
 


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