Financial Services Professional

4 weeks ago


Indianapolis, Indiana, United States Strategic Wealth Designers Full time
Job Overview

Strategic 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 new and existing clients
  • Provide advice and guidance to help clients achieve their financial goals
  • Interact professionally with clients by phone and/or in person to update their profile and financial situation/needs
  • Complete service requests, resolve client issues, and keep CRM updated by entering detailed notes
  • Review existing insurance policies to determine if they still meet client needs
  • Meet production targets that impact overall company revenue goals
  • Prepare client reports and review summaries for upcoming appointments
  • Assist with client reports, mailings, and setting client appointments
  • Assist with New Business processing and review documents prior to submission

Requirements:

  • 4-year degree in Accounting, Finance, or related field
  • Series 65 or 7/66 with Life & Health Licenses
  • 2-7 years in financial services offering investment management and insurance services
  • Strong experience with MS Office and the ability to learn new software quickly
  • Excellent written and verbal communications skills both in person and via phone
  • Proactive mentality, positive attitude, and consistent follow-through
  • Highly intelligent, strong organizational skills, and attention to detail
  • Ability to work independently with good time management and critical thinking skills

Compensation and Benefits:

Starting salary range is $90,000-$115,000 with a 3-year target compensation of $120,000, including bonuses based on new business generated and having or attaining the CFP designation. Full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule, and 11 paid holidays, including your birthday, are also included.

We are looking for a long-term fit, so serious applicants only, please.



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