Financial Advisor

2 months ago

Indianapolis, United States Invst Full time

Company Description


Invst is a forward-thinking independent Registered Investment Advisory firm based in Indianapolis, IN. We are dedicated to empowering entrepreneurs by providing them with the education, guidance, and counsel needed to realize their full financial potential. As a fiduciary, we prioritize our clients' best interests, ensuring that our advice and solutions adhere to the highest professional standards.


Role Description


We are seeking a passionate and experienced Financial Advisor to join our team full-time, on-site in Indianapolis. The successful candidate will play a pivotal role in delivering personalized financial advice, developing comprehensive investment strategies, and fostering strong relationships with our entrepreneurial clients. This position offers a unique opportunity to contribute to a dynamic team that values collaboration and innovation.


Key Responsibilities


  • Provide personalized financial planning and investment advisory services to clients.
  • Develop and implement customized financial plans and investment strategies aligned with clients' goals.
  • Conduct in-depth portfolio analysis and risk assessments.
  • Stay informed about market trends, regulatory changes, and investment opportunities.
  • Build and maintain strong client relationships through regular communication and exceptional service.
  • Collaborate with the team to enhance service offerings and operational efficiencies.
  • Ensure compliance with all regulatory requirements and company policies.


Qualifications


  • Proven experience as a Financial Advisor or similar role in the financial services industry.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degrees or certifications (e.g., CFP®, CFA) are a plus.
  • In-depth knowledge of financial markets, investment products, and regulatory frameworks.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with a client-focused mindset.
  • Proficiency with financial planning software and industry-standard tools.
  • Licensing requirements: Must hold appropriate FINRA licenses (Series 65 or Series 66).


Benefits


  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Opportunities for professional development and career advancement.
  • A collaborative and supportive work environment that values innovation.
  • Access to cutting-edge financial tools and technologies.
  • Participation in our monthly newsletter featuring resources, articles, and tips for professional growth.
  • A chance to be part of a company transforming the financial landscape for entrepreneurs.


Why Join Invst?


At Invst, we are committed to creating a culture of excellence where our employees can thrive. We believe in investing in our team's growth and development, offering a range of professional development opportunities. Our firm is at the forefront of leveraging technology to enhance our operations and services, providing our team with the tools they need to succeed. Join us and be part of a team that is transforming the financial landscape for entrepreneurs.

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