Financial Advisor
3 weeks ago
Harrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN.
The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing financial advice. The role may involve working with technical specialists to develop recommendations in specific areas of expertise.
Duties and Responsibilities
- Serve as co-advisor or lead advisor on existing clients.
- Ensure the profitable delivery of service models as defined by internal guidelines.
- Participate in and/or lead client onboarding processes, such as discovery interviews and future planning discussions.
- Own and manage client relationships, with a focus on client retention and satisfaction.
- Act as a liaison between clients and the planning team.
- Assist in new client relationship development and participate in planning meetings for prospective clients.
- Coordinate workflow and follow-up processes for new clients.
- Generate new revenue through existing client relationships or new prospects.
- Develop and maintain a network of referral sources and centers of influence to support business development efforts (e.g., attorneys, previous clients, community networking opportunities).
- Perform additional duties as needed.
- Support team members by filling in and assisting where required.
Core Competencies
- Ability to explain financial planning concepts clearly to clients.
- Proven capability to develop business networks and acquire new clients.
- Strong customer service skills with a client-first mindset.
- High attention to detail and accuracy; ability to manage multiple tasks in a fast-paced environment.
- Strong interpersonal skills with the ability to build rapport easily.
- Process-oriented, consistently following internal procedures.
- Analytical and problem-solving skills.
- Continuous learner with a strong interest in wealth management.
- Commitment to ethical standards and regulatory compliance.
- Professionalism and composure in interactions with clients and colleagues.
- Strong communication skills, both written and verbal.
- Collaborative team player with a growth mindset and eagerness to receive feedback.
Performance Outcomes
- Build trust and confidence with clients and team members while demonstrating a desire for professional growth.
- Ensure clients receive top-tier service.
- Prepare thoroughly for client meetings and actively participate, offering insights and financial planning advice.
- Maintain high standards of accuracy and urgency in completing client tasks.
- Actively contribute to business development by acquiring new clients with over $1M in assets under management.
- Execute a comprehensive business development plan and maintain strong referral networks.
Qualifications
- Bachelor’s degree in finance or a related field; a Master’s degree is preferred.
- 5-7 years of experience in investment management, financial planning, or related financial services roles.
- Certified Financial Planner™ designation preferred or required to be obtained within two years of hire.
- Expertise in financial planning, wealth management, and client relationship management.
- Proficient in Microsoft Office Suite and financial planning software.
- A collaborative, team-oriented individual with strong communication and listening skills.
Any combination of education and work experience will be considered.
-
Financial Advisor
2 weeks ago
Indianapolis, Indiana, United States Edward Jones Full timeFinancial Advisor - Paid Training Provided at Edward Jones summary:As a Financial Advisor with Edward Jones, you will partner with clients to help them achieve their long-term financial goals, such as retirement and wealth building, while receiving paid training to become licensed. You will build relationships, create comprehensive strategies to meet client...
-
Financial Advisor
1 week ago
Indianapolis, Indiana, United States Harrison Gray Search Full timeHarrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN.The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing...
-
Financial Advisor
4 weeks ago
Indianapolis, United States Invst Full timeCompany DescriptionInvst 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...
-
Financial Advisor
3 weeks ago
Indianapolis, United States Invst Full timeCompany DescriptionInvst 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...
-
Financial Strategy Advisor
5 days ago
Indianapolis, Indiana, United States Vaco Full timeJob OverviewWe are looking for a Financial Strategy Advisor to join our team at Vaco. The successful candidate will be responsible for providing financial analysis and strategic support to senior management.Key ResponsibilitiesFinancial Analysis: Conduct financial analysis to identify trends, opportunities, and challenges. Provide insights to senior...
-
Private Client Advisor
4 weeks ago
Indianapolis, United States Wise Financial Services Full timeJob description ROLE PROFILE Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Private Wealth Associate Advisor (PWAA), using broad investment products and...
-
Financial Advisor's Assistant
3 weeks ago
Indianapolis, Indiana, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Private Client Advisor
2 weeks ago
Indianapolis, Indiana, United States Wise Financial - Northwestern Mutual Private Client Group Full timeJob description ROLE PROFILE Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Private Wealth Associate Advisor (PWAA), using broad investment products...
-
Private Client Advisor
4 weeks ago
Indianapolis, United States Wise Financial - Northwestern Mutual Private Client Group Full timeJob descriptionROLE PROFILEWise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Private Wealth Associate Advisor (PWAA), using broad investment products and...
-
Private Wealth Advisor
4 weeks ago
Indianapolis, United States The KXN Full time*Private Wealth Management Firm* The KXN is partnering with a leading private wealth firm in Indianapolis that is looking to add a Private Wealth Advisor to their team! The Private Wealth Advisor will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This advisor...
-
Private Wealth Advisor
4 weeks ago
indianapolis, United States The KXN Full time*Private Wealth Management Firm*The KXN is partnering with a leading private wealth firm in Indianapolis that is looking to add a Private Wealth Advisor to their team!The Private Wealth Advisor will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This advisor will...
-
Associate Financial Planner
4 weeks ago
Indianapolis, United States Principal Co Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Associate Financial Planner
3 weeks ago
Indianapolis, United States Principal Co Full timeDescription Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...
-
Private Client Advisor
4 weeks ago
Indianapolis, IN, United States Wise Financial - Northwestern Mutual Private Client Group Full timeJob description ROLE PROFILE Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and experienced leading provider, the Private Wealth Associate Advisor (PWAA), using broad investment products...
-
Private Wealth Advisor
4 weeks ago
Indianapolis, United States Ronald Blue & Co Full timeJob Type Full-time Description The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on-going growth and development. Principal Accountabilities: Business Development -...
-
Private Wealth Advisor
3 weeks ago
Indianapolis, United States Ronald Blue & Co Full timeJob Type Full-time Description The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on-going growth and development. Principal Accountabilities: Business Development -...
-
Indianapolis, Indiana, United States Harrison Gray Search Full timeHarrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN. The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing...
-
Indianapolis, Indiana, United States Invst Full timeInvst 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. We are seeking a passionate and experienced Financial Advisor to join our team full-time, on-site in...
-
Sales Support Administrator
3 weeks ago
Indianapolis, Indiana, United States Prudential Financial Full timeAt Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where all associates can develop to their full potential and strengthen their communities. Prudential Advisors is presently recruiting for a...
-
Senior Wealth Advisor
3 weeks ago
Indianapolis, United States gpac Full timeJob Description We are seeking a talented and experienced Sr. Wealth Advisor to join our client's tight-knit team. This individual will have a major opportunity for advancement. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you! Responsibilities: Build and...