Financial Planner

3 days ago


Indianapolis, Indiana, United States Harrison Gray Search and Consulting LLC Full time
Financial Advisor Job Description

Harrison 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 exceptional customer service
  • Develop and implement financial plans to meet client goals and objectives
  • Initiate new business opportunities and expand existing relationships
  • Collaborate with senior advisors and technical specialists to deliver comprehensive financial solutions
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
Requirements:
  • 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 (CFP) 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
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • The chance to work with a leading financial services firm

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