Lead Financial Advisor

3 weeks ago

Indianapolis, United States ARTISTRY WEALTH, LLC Full time

Job Description

Job Description Description: Position Summary Responsible for managing existing client relationships. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations. We don't rely on cold-calling like other firms. We already have a roster of clients to kickstart your portfolio. If you can bring your own book, that is just a plus

Position Responsibilities Leads Client Relationships: Takes charge of, manages, and actively engages with clients to effectively support their financial, investment, and risk objectives. Directly interacts with clients and holds responsibility for retaining clients and nurturing relationships with assigned clients. Leads the presentation and execution of appropriate financial plans and/or investment strategies for the firm's top clients. Provides advisory services by comprehensively understanding clients' needs, objectives, goals, concerns, and planning tools. Represents clients externally and liaises with other external entities to fulfill client service objectives. Conducts periodic oversight, following firm protocols, to ensure client needs are satisfactorily addressed. Drives Firm Growth: Converts prospects into clients to drive firm expansion. Acts as a liaison between the organization and external stakeholders, representing the organization to customers and the public. Develops Talent: Mentors and assists support advisors in refining their financial and investment objectives. In time, identifies and successfully transitions client relationships to other advisors to support team goals. Requirements: Required Skills & Experience Bachelor’s degree in business, administration, accounting, finance, or similar field of study Minimum of two years’ experience in the financial services industry preferred Series 7, 63, 65, or CFP preferred Strong interpersonal skills Strong time management and organizational skills Ability to prioritize and manage multiple projects Ability to recognize and provide solutions to problems Exhibit strong ethics and a desire to help clients and give them extraordinary service Must pass criminal and credit background checks

#J-18808-Ljbffr

  • Investment Operations Associate

    1 week ago

    Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...

  • Investment Operations Associate

    1 week ago

    Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...

  • Investment Operations Associate

    1 week ago

    Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...

  • Lead Financial Advisor

    4 weeks ago

    Indianapolis, United States ARTISTRY WEALTH, LLC Full time

    Job DescriptionJob DescriptionDescription:Position SummaryResponsible for managing existing client relationships. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations. We don't rely on cold-calling like other firms. We already have...

  • Director of Financial Planning

    7 days ago

    Indianapolis, United States Fi3 Financial Advisors, LLC Full time

    As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...

  • Director of Financial Planning

    4 weeks ago

    Indianapolis, United States Fi3 Financial Advisors, LLC Full time

    As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...

  • Director of Financial Planning

    2 weeks ago

    Indianapolis, United States Fi3 Financial Advisors, LLC Full time

    As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...

  • Director of Financial Planning

    4 weeks ago

    Indianapolis, United States Fi3 Financial Advisors, LLC Full time

    As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...

  • Financial Advisor

    1 week ago

    Indianapolis, United States RightWorks Staffing Full time

    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and...

  • Financial Management Advisor

    2 weeks ago

    Indianapolis, United States Indiana University Health Full time

    Job Description Build your career with IU Health! We have an exciting opportunity available for a Financial Management Advisor to join the Long Range Financial Planning team at our Fairbanks location on a hybrid schedule. Possesses a high-ability to analyze complex financial data to drive operation improvement and/or subject matter expert knowledge in one...

  • Wealth Advisor

    3 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    Job DescriptionJob DescriptionWealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial...

  • Wealth Advisor

    3 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Wealth Advisor

    3 weeks ago

    Indianapolis, Indiana, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Managing Advisor | Wealth Management

    1 week ago

    Indianapolis, United States FORVIS Full time

    Description & Requirements FORVIS Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of FORVIS, is seeking to add an experienced wealth management professional to its FORVIS Private Client team in our Indianapolis, IN, practice. We focus on simplifying the complex financial lives of high-net-worth individuals and...

  • Senior Financial Analyst

    23 hours ago

    Indianapolis, United States Creative Financial Staffing Full time

    Senior Financial Analyst Remote Industry: Media & Advertising Salary: 110k-120k Senior Financial Analyst Duties: Partner with stakeholders, providing financial and analytical expertise on account profitability, pricing strategy, forecasting, and modeling for clients, new business and M&A activity Review, analyze, and make recommendations using KPI...

  • Administrative Assistant

    4 weeks ago

    Indianapolis, United States WestPoint Financial Group Full time

    Job DescriptionJob DescriptionWestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be employed by a financial advisor at WestPoint Financial Group.This position is full-time, Monday through Friday, with flexible hours. This position is located in WestPoint's office and may include limited travel for business...

  • Financial Consultant Lead/Manager

    1 week ago

    Indianapolis, United States Elevance Health Full time

    Financial Consultant Lead/Manager Location: Open to any Pulse Point location. Must be within a 50-mile radius of an open access Pulse Point location. The Financial Consultant Manager is responsible for leading the process of preparation and interpretation of complex financial analysis for lines of business. Has end to end ownership/management of business...

  • Healthcare Financial/Actuarial Lead Associate

    3 weeks ago

    Indianapolis, United States WTW Full time

    Candidates in any of the following locations will be considered: Chicago, IL, Brookfield, WI, Cincinnati, OH, Cleveland, OH, Columbus, OH, Detroit, MI, Indianapolis, IN, Minneapolis, MN, Pittsburgh, PA As a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing,...

  • Construction and Development Controller

    1 week ago

    Indianapolis, United States Creative Financial Staffing Full time

    Construction and Development Controller Salary: 130k-160k Location: Indianapolis Construction and real estate industry Are you ready to lead the financial helm of a dynamic construction and development enterprise, steering its fiscal strategies towards unprecedented growth and success? Our thriving client is seeking an exceptional Corporate Controller to...

  • Compliance Officer

    1 week ago

    Indianapolis, United States WestPoint Financial Group Full time

    WestPoint Financial Group, a full-service financial services firm, is looking for a highly detailed professional to join our compliance team. This position plays an integral role on a team of compliance supervisory officers and ensures our firm and associates comply with industry guidelines and regulations. The ideal candidate for this role will be skilled...