Financial Planner, Investment Retirement Planning

4 weeks ago


Indianapolis, Indiana, United States Invst Full time
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. 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. 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.
Ensure compliance with all regulatory requirements and company policies.

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; In-depth knowledge of financial markets, investment products, and regulatory frameworks.
Strong analytical skills with the ability to interpret complex financial data.
Proficiency with financial planning software and industry-standard tools.
Competitive salary and performance-based incentives .
Comprehensive benefits package , including health insurance and retirement plans.
Access to cutting-edge financial tools and technologies .
A chance to be part of a company transforming the financial landscape for entrepreneurs .

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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