Senior Financial Advisor

4 weeks ago


Carmel IN, United States Trajan Wealth LLC Full time

About Trajan Wealth LLC

We are a leading Registered Investment Advisor (RIA) firm with a strong presence in the financial industry. Our mission is to provide exceptional financial and estate planning services to our clients.

Job Summary

We are seeking a seasoned Financial Advisor to join our team. As a Financial Advisor, you will be responsible for evaluating financial needs, educating clients on AUM, Annuity, Private Equity and Trusts, and creating customized financial plans/strategies to enable clients to reach their goals and objectives.

Responsibilities

  • Evaluate financial needs and educate clients on AUM, Annuity, Private Equity and Trusts
  • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives
  • Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
  • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts

Requirements

  • Bachelor's degree or equivalent experience
  • Minimum of 7 to 10-years of financial investment advisor experience
  • Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
  • Proficient in Microsoft Office

What We Offer

  • Competitive salary and bonus structure
  • Employee benefits, including medical, dental, and vision insurance
  • Generous holidays and PTO

About Trajan Wealth LLC

We are a dynamic and growing company that values our employees and provides opportunities for professional growth and development. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.


  • Financial Advisor

    3 weeks ago


    Carmel, United States Valeo Financial Advisors LLC Full time

    Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $9B in assets under management. We provide comprehensive, independent financial advice to our clients for one, simple transparent fee. We are driven to change an industry that advertises far more than it delivers by empowering the next generation of entrepreneurial...


  • Carmel, United States Trajan Wealth LLC Full time

    About Trajan Wealth LLCTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team.What We OfferA rare and prestigious opportunity to work with a growing and prestigious firmA comprehensive estate...


  • Carmel, Indiana, United States Trajan Wealth LLC Full time

    Job OpportunityTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Carmel, IN area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a seasoned professional.We pride ourselves on our...

  • Financial Advisor

    2 months ago


    Carmel, United States Gpac Full time

    Advisors Needed!!Are you passionate about making a difference in people's lives through financial empowerment? We partnered with an Private Wealth Firm who are urgently in need of a Financial Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them...


  • Carmel, IN, United States Valeo Financial Advisors LLC Full time

    Valeo Financial Advisors LLC is a leading RIA firm in the Midwest, managing approximately $9 billion in assets. Our team of experienced advisors provides comprehensive, independent financial guidance to high-net-worth clients. We empower our advisors to deliver exceptional results through our robust development program, ensuring they have the skills and...

  • Financial Advisor

    5 months ago


    Carmel, United States Thrivent Full time

    Thrivent Financial AdvisorBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Successful Thrivent financial advisors have come from a variety of...

  • Financial Advisor

    2 months ago


    carmel, United States Thrivent Full time

    Thrivent Financial AdvisorBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Successful Thrivent financial advisors have come from a variety of...

  • Financial Advisor

    1 month ago


    carmel, United States Thrivent Full time

    Thrivent Financial AdvisorBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Successful Thrivent financial advisors have come from a variety of...


  • Carmel, Indiana, United States Valeo Financial Advisors LLC Full time

    Job OpportunityValeo Financial Advisors LLC is seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This is an excellent opportunity to gain hands-on experience in comprehensive financial planning and work with a team of Certified Financial PlannerTM advisors.As a Financial Planning Intern, you will...


  • Seymour, IN, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...


  • Carmel, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...


  • Indianapolis, IN, United States Creative Financial Staffing Full time

    Senior Financial AnalystWhy work here? High visibility position! Hybrid position Opportunity to make the FP&A function your own and create procedures/processes Employee centered culture and great working environment The Senior Financial Analyst will report directly to the CFOMain Responsibilities of the Senior Financial Analyst The Senior Financial...


  • carmel, United States Creative Financial Staffing Full time

    Job Title: Senior Internal AuditorLocation: Indianapolis, INReports To: Audit ManagerSalary: $90,000 to $100,000 depending on experienceFully in officeJob Summary:The Senior Internal Auditor will be responsible for executing and leading internal audit engagements to assess the effectiveness of risk management, control, and governance processes across the...


  • Carmel, United States Northwestern Mutual Full time

    At Northwestern Mutual, we're looking for dynamic individuals to join our team of expert financial advisors. As a professional financial consultant, you'll play a critical role in helping clients achieve their financial goals through personalized financial planning. Our award-winning training program equips you with the education, skill-building, and...


  • Indianapolis, IN, United States Creative Financial Staffing Full time

    Senior Financial AnalystWhy work here? High visibility position! Hybrid position Opportunity to make the FP&A function your own and create procedures/processes Employee centered culture and great working environment The Senior Financial Analyst will report directly to the CFO Main Responsibilities of the Senior Financial Analyst The Senior...


  • Washington, IN, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Seymour, IN, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Carmel, United States Raymond James Financial Incorporated Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...


  • Carmel, United States Financial Partners Group Full time

    Firm: Financial Partners Group, LLC Location: 571 Monon Blvd., Suite 150, Carmel, IndianaHours: Full-time, 8am – 4pmOn-site/Remote? On-site Monday – Thursday, Remote on FridaysCompany DescriptionFinancial Partners Group is committed to helping advisors effectively differentiate themselves, improve their clients' experience, and thrive as both business...

  • Chief Growth Officer

    2 weeks ago


    Carmel, United States Financial Partners Group Full time

    Key Responsibilities: Create, refine and implement a national business development strategy to identify, engage, and recruit reputable, growth-minded, and high-caliber financial advisors. Utilize industry experience and professional network to source potential advisors. Establish and develop relationships with Centers of Influence; wholesalers, third party...