Certified Financial Planner

3 weeks ago


Indianapolis, United States Lead Advisor Full time

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com


CFP in a Second Chair Role:


Role profile

Our client 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 Second Chair Wealth Advisor, using broad investment products and exceptional customer service, will drive client relationship growth while delivering outstanding financial guidance.


Job Description

  • Foster and nurture strong, long-term relationships with the firms with existing clients to deeply understand their financial objectives, life stages, and evolving needs, identifying opportunities to provide additional value and growth assets under management.
  • Provide strategic advice on investment opportunities, asset allocation, risk management, estate planning, tax strategies, and other financial matters to help clients achieve their long-term objectives.
  • Develop and execute personalized wealth management plans tailored to the client’s unique financial circumstances, incorporating investment strategies, risk management, estate planning, and tax optimization.
  • Collaborate closely with internal teams and external specialists to deliver comprehensive financial solutions that exceed client expectations.
  • Continuously maintain a deep understanding of market trends, regulatory changes, and industry best practices to deliver cutting-edge advice and insights to clients.
  • Regularly review and adjust clients’ portfolios in response to changes in the market, life events, or economic conditions.
  • Uphold compliance standards and ethical guidelines while delivering high-quality advice.
  • Cultivate new growth relationships through networking events, referrals, and participation in industry events to expand the firm’s relationship opportunities.


Qualifications

  • Bachelor's degree in Finance, Economics, Business, or related field (Master's degree or CFP/CFA certification preferred),
  • Proven record of accomplishment and success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships.
  • Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques.
  • Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively.
  • Excellent communication skills to articulate complex financial concepts clearly and effectively.

  • Financial Planner

    6 days ago


    Indianapolis, United States Larson Financial Group Full time

    Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings,...

  • Financial Planner

    3 weeks ago


    Indianapolis, United States Larson Financial Group, LLC Full time

    Job DescriptionJob DescriptionLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,...

  • Financial Planner

    2 weeks ago


    Indianapolis, United States Larson Financial Group, LLC Full time

    Job DescriptionJob DescriptionLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,...


  • Indianapolis, United States Golden Reserve LLC Full time

    Job Type Full-time Description Golden Reserve is looking for an experienced financial services planner that will work at our office location in Indianapolis. We know how challenging the financial industry can be to get started. We know the work it takes to build your own book, if you do not inherit it from a parent, or an existing practice. We know about the...


  • Indianapolis, Indiana, United States Northwestern Mutual Full time

    Job DescriptionWe are seeking a professional Financial Planner to join our team at Northwestern Mutual. As a Financial Representative, you will be responsible for helping clients achieve their long-term financial goals through personalized financial planning.In this role, you will work directly with clients to understand their financial needs and develop...


  • Indianapolis, Indiana, United States Larson Financial Group, LLC Full time

    Job SummaryWe are seeking a skilled Financial Planner to join our team at Larson Financial Group, LLC. This is an excellent opportunity for a talented professional to work directly with clients to achieve their financial goals.About the RoleIn this client-facing position, you will use your industry knowledge to contribute to an outstanding client experience....


  • indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comCFP in a Second Chair Role:Role profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and...


  • Indianapolis, Indiana, United States Larson Financial Group, LLC Full time

    Larson Financial Group, LLC is seeking a highly skilled and experienced Financial Planner to join their team in the Indianapolis area. As a Strategic Financial Services Consultant, you will play a key role in helping clients achieve their financial goals through diligent follow-up, meeting preparations, conducting client meetings, and managing client...


  • indianapolis, United States zobility Full time

    Job Description: The Transportation Planner is a pivotal role within the Supply Chain. Planners will be responsible for running their own business with a specified carrier portfolio, managing day to day operations and driving continuous improvement activities. This includes all service- related metrics and financial related activities. COVID pandemic...


  • Indianapolis, United States zobility Full time

    Job Description:The Transportation Planner is a pivotal role within the Supply Chain. Planners will be responsible for running their own business with a specified carrier portfolio, managing day to day operations and driving continuous improvement activities. This includes all service- related metrics and financial related activities. COVID pandemic placed a...


  • Indianapolis, Indiana, United States Platinum Global Talent Solutions Ltd. Full time

    Platinum Global Talent Solutions Ltd. is seeking a talented Capital Projects Planner Leader to join our team in delivering high-profile, complex, and iconic large-scale capital projects.The successful candidate will play a pivotal role in the delivery of key projects, ensuring alignment with company goals while managing planning, scheduling, and performance...

  • Financial Advisor

    2 months ago


    Indianapolis, United States Harrison Gray Search and Consulting LLC Full time

    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...


  • Indianapolis, United States Magellan Health Full time

    This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...


  • Indianapolis, Indiana, United States Platinum Global Talent Solutions Ltd. Full time

    Job Title: Capital Projects PlannerAbout Us:Platinum Global Talent Solutions Ltd. is a leading global Consultancy renowned for delivering high-profile, complex and iconic large-scale capital projects. With a strong focus on sustainability and innovation, we are at the forefront of our industry.Role Overview:We are seeking to appoint a full-time Planning...


  • Indianapolis, United States Belcan Corporation Full time

    Job DetailsProcurement / BuyerAssociate Buyer/PlannerLocation: Indianapolis, INZip Code: 46217Start Date: ASAPJob Type: Contract to HirePay Rate: $62k - $75k/salary DoEJOB RESPONSIBILITIES:Oversee and manage supply and demand, schedules, supplier quality, delivery, and financial performance within the ERP system.Manage approved suppliers in accordance with...

  • Financial Advisor

    6 days ago


    Indianapolis, United States Principal Co Full time

    Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. We are seeking motivated individuals looking for an opportunity to break into the financial services industry! The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help...


  • Indianapolis, United States Principal Co Full time

    Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. We are seeking motivated individuals looking for an opportunity to break into the financial services industry! The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients...

  • Merchandise Planner

    3 weeks ago


    Indianapolis, United States Lids Full time

    About Our CompanyLids Sports Group is the largest licensed sports retailer in North America, selling fan and fashion-oriented headwear and apparel across the US and abroad. Operating out of Indianapolis, IN, our retail stores offer officially licensed headwear and apparel from collegiate and professional sports teams, plus top brands like Nike, New Era,...

  • Financial Advisor

    1 day ago


    Indianapolis, United States Transcend Practice Management Full time

    Financial AdvisorLocation: In-office; Indianapolis, INStatus: Full-timeHours: Mon-Fri 8:30 am-5:00 pmCompensation: $130,000 – $180,000, based on experienceWe are a thoughtful and supportive team that works together to deliver high-quality financial planning services to our clients. We bring our values to work each day: reliability, appreciation, insistent...

  • Entry Level

    2 days ago


    Indianapolis, United States Equitable Services Full time

    Entry Level – Financial Advisor - IN, Indianapolis (5003) ( 2300000V ) Primary Location : UNITED STATES-IN-NORA Organization : Equitable Advisors Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them...