Financial Advisor

2 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 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.

  • Associate Financial Advisor

    4 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...

  • Associate Financial Advisor

    3 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...

  • Associate Financial Advisor

    5 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

    3 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

    3 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

    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 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

    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...

  • Senior Financial Management Advisor

    3 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...

  • Financial Advisor

    2 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

    2 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

    2 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 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

    1 week 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...

  • Wealth Advisor

    1 month 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

    1 month 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...

  • Chief Financial Officer

    1 month ago

    Indianapolis, United States Creative Financial Staffing Full time

    Chief Financial OfficerFully In Office - Muncie, IN Salary: $150,000+ & bonus potential CFS Indianapolis is partnering with a local Ag business company in search of their new CFO. Chief Financial Officer Role: Report directly to the CEOAct as the CEO's key financial advisor, providing analysis and strategic insights for decision-making, long-term...

  • Branch Sales Administrator

    3 days ago

    Indianapolis, United States Foresters Financial Full time

    Branch Sales Administrator Administrative Indianapolis, Indiana Apply Description What you will do: Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc. Maintain supply room materials ensuring appropriate inventory and most current printed documents. Receive visitors...

  • Financial Services Professional

    4 weeks ago

    Indianapolis, Indiana, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorAt Atria Wealth Solutions, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to our clients on their financial planning and investment needs.Key Responsibilities:Provide financial planning and investment advice...

  • Financial Services Professional

    4 weeks ago

    Indianapolis, Indiana, United States Strategic Wealth Designers Full time

    Job OverviewStrategic Wealth Designers is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with our Lead Advisor to interact with new and existing clients, providing advice and guidance to help them achieve their financial goals.Key Responsibilities:Work closely with the Lead Advisor to interact with...