Associate Financial Advisor

1 week 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


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.

  • Associate Financial Advisor

    1 week 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.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...

  • Associate Financial Advisor

    7 days 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.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...

  • Financial Management Advisor

    4 weeks ago

    Indianapolis, Indiana, United States US Army Financial Management Command Full time

    Job SummaryWe are seeking a highly skilled Financial Management Advisor to join our team at the US Army Financial Management Command. As a key member of our team, you will be responsible for ensuring the effective management of financial resources and internal controls.Key ResponsibilitiesProvide reasonable assurance that operations are conducted in...

  • Financial Management Advisor

    4 weeks ago

    Indianapolis, Indiana, United States US Army Financial Management Command Full time

    Job SummaryWe are seeking a highly skilled Financial Management Advisor to join our team at the US Army Financial Management Command. The ideal candidate will have a strong background in financial management and experience in planning and establishing work priorities for subordinates.Key ResponsibilitiesProvide reasonable assurance that operations are...

  • Financial Advisor

    1 month ago

    indianapolis, United States Harrison Gray Search 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...

  • Financial Advisor

    4 weeks ago

    Indianapolis, United States Harrison Gray Search 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...

  • Financial Advisor

    3 weeks 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...

  • Financial Advisor

    2 months ago

    Indianapolis, United States Harrison Gray Search 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...

  • Senior Financial Management Advisor

    4 weeks ago

    Indianapolis, Indiana, United States US Army Financial Management Command Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Management Advisor to join our team at the US Army Financial Management Command. The ideal candidate will have a strong background in financial management and a proven track record of success in planning and establishing work priorities, reviewing work for technical adequacy, and developing...

  • Client Service Associate

    1 week ago

    Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.com Client Service Associate The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...

  • Client Service Associate

    1 week ago

    Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.comClient Service AssociateThe Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...

  • Financial Advisor

    3 weeks ago

    Indianapolis, United States Invst Full time

    Company 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 time

    Company 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 time

    Company 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

    4 weeks ago

    indianapolis, United States Thrivent Full time

    Meaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...

  • Senior Financial Advisor

    2 weeks ago

    Indianapolis, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Associate Wealth Advisor

    2 months ago

    Indianapolis, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...

  • Client Service Associate

    2 months ago

    Indianapolis, United States WestPoint Financial Group Full time

    This position is being offered by The Crossroads Group. WestPoint Financial Group is assisting with the sourcing of this role.The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store. Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are...

  • Administrative Associate

    2 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 Client Relations Assistant General Responsibilities The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but...

  • Administrative Associate

    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 Client Relations Assistant General Responsibilities The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but...