Financial Advisor

1 week 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 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

    1 week ago

    Indianapolis, United States Thrivent Financial Full time

    *Meaningful work. Rewarding career.* A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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...

  • Financial Advisor

    1 week ago

    Indianapolis, United States Thrivent Financial Full time

    *Meaningful work. Rewarding career.* A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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...

  • Financial Advisor

    1 week ago

    Indianapolis, Indiana, United States Thrivent Financial Full time

    About Thrivent FinancialThrivent Financial is a diversified financial services organization that serves more than 2.3 million clients, offering advice, insurance, investments, banking, and generosity products and programs. For over 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives.Job SummaryWe are...

  • Financial Advisor

    1 week ago

    Indianapolis, United States Thrivent Full time $150,000

    *Meaningful work. Rewarding career.*A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.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...

  • Financial Advisor

    4 weeks ago

    Indianapolis, United States Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison 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,...

  • Wealth Advisor

    14 hours ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Wealth Advisor

    24 hours ago

    Indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Financial Planning Specialist

    1 month ago

    Indianapolis, United States WestPoint Financial Group Full time

    Job DescriptionJob DescriptionWestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial...

  • Financial Planner

    3 days ago

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

    Financial Advisor Job DescriptionHarrison Gray Search and Consulting LLC is seeking a skilled Financial Advisor to join our team in Indianapolis, IN. As a key member of our team, you will be responsible for managing client relationships, providing financial advice, and driving business growth.Key Responsibilities:Manage client relationships and provide...

  • Client Service Associate

    6 months ago

    Indianapolis, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

  • Tax Advisor

    7 days ago

    Indianapolis, Indiana, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax and business needs.Provide...

  • Financial Services Professional

    2 weeks ago

    Indianapolis, Indiana, United States Strategic Wealth Designers Full time

    Financial Advisor Job DescriptionAre you a seasoned financial professional seeking a new challenge? Do you have a passion for helping clients achieve their financial goals? We're looking for a skilled Financial Advisor to join our team at Strategic Wealth Designers (SWD).Job SummaryAs a Financial Advisor, you will work closely with our Lead Advisor to build...

  • Financial Services Professional

    4 weeks ago

    Indianapolis, Indiana, United States Equitable Advisors Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Advisor with Equitable Advisors, LLC, you will have the opportunity to build a successful career in financial services and help individuals and families achieve their financial goals.Key ResponsibilitiesAnalyze...

  • Financial Services Professional

    3 weeks ago

    Indianapolis, Indiana, United States Equitable Advisors Full time

    {"Benefits": "Why Choose Equitable Advisors?We offer a unique opportunity for individuals to return to the workforce in a career in financial services. Our focus is on providing stability, financial freedom, and building a skillset through training and development.Our Financial Professionals have the opportunity to build their own business and financial...

  • Associate Wealth Advisor

    3 weeks 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 Representative

    4 weeks ago

    Indianapolis, United States SYM Financial Advisors Full time

    Job descriptionPosition Description Title: Client Service Representative (CSR)Reports to: Julie Shepherd – Client Service ManagerBenefits: Yes Status: Non-exempt Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?Who is SYM?SYM Financial Advisors serves as a trusted expert to our clients, using our...

  • Client Service Representative

    1 month ago

    Indianapolis, United States SYM Financial Advisors Full time

    Job descriptionPosition Description Title: Client Service Representative (CSR)Reports to: Julie Shepherd – Client Service ManagerBenefits: Yes Status: Non-exempt Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?Who is SYM?SYM Financial Advisors serves as a trusted expert to our clients, using our...

  • Strategic Wealth Advisor

    3 weeks ago

    Indianapolis, Indiana, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled Strategic Wealth Advisor to join our team. As a key member of our Wealth Management organization, you will be responsible for developing and implementing comprehensive financial plans for clients, including those with complex needs.Key ResponsibilitiesFinancial Planning: Develop and implement tax, estate, and...

  • Compliance Officer

    2 weeks ago

    Indianapolis, Indiana, United States WestPoint Financial Group Full time

    Job OverviewWestPoint Financial Group is seeking a highly skilled Compliance Officer to join our team. This role plays a critical part in ensuring our firm and associates adhere to industry guidelines and regulations.Key Responsibilities:Conduct thorough inspections of affiliated offices and producer interviews, documenting all findingsMonitor and enforce...

  • Administrative Assistant

    5 days ago

    Indianapolis, Indiana, United States WestPoint Financial Group Full time

    Administrative Assistant/New Business CoordinatorThis position is being offered by Gordon F. Homes and will be a direct employee of the advisor. WestPoint Financial Group is assisting with sourcing of this position.Gordon Homes has spent over 35 years providing financial planning services to his clients, emphasizing comprehensive planning in partnership with...