Financial Planning Professional
4 weeks ago
Our client is a well-established financial planning firm that has been serving clients for over three decades. They are adding a new team member to increase services to current clients and expand capacity for new clients.
This is a great learning opportunity provided by a firm that is invested in the development of a new planner who has a desire to serve, to learn, and to grow with the firm.
The ideal candidate will have a strong passion for financial planning and a desire to work in a collaborative team environment.
Responsibilities will include:
- Providing financial planning services to clients
- Assisting in the development of financial plans and investment strategies
- Working closely with the team to ensure excellent client service
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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Financial Planning Specialist
1 month ago
Indianapolis, Indiana, United States Transcend Practice Management Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Transcend Practice Management. As a Financial Planning Specialist, you will be responsible for managing existing client relationships, interpreting various planning documents, and responding to client inquiries and requests.Key Responsibilities:Manage existing client...
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Indianapolis, Indiana, United States WestPoint Financial Group Full timeJob DescriptionThis internship is an opportunity to gain hands-on experience in the financial services industry. You will be part of a program where you will learn the skills and knowledge needed to become a full-time Financial Services Professional.ResponsibilitiesProspecting, marketing, and business developmentSetting appointments and meeting with...
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Financial Planning Manager
3 weeks ago
Indianapolis, Indiana, United States Talent Wave Associates Full timeFinancial Planning and Control RoleIn this position, you will play a key role in driving financial performance and efficiency improvements within the Aftermarket division. Your responsibilities will include:• Conducting regular reviews of financial processes and procedures to identify opportunities for cost optimization and improvement• Planning,...
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Financial Operations Manager
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeJob Title : Financial Operations ManagerAbout Us : Creative Financial Staffing is a family-owned business that has proudly served the industry for years. We are committed to providing exceptional products and services to our customers. Our close-knit work environment is built on teamwork, respect, and integrity.Position Overview : We are seeking a dedicated...
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Financial Services Professional
1 month ago
Indianapolis, Indiana, United States Atria Wealth Solutions Full timeJob 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...
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Financial Operations Manager
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeFinancial Operations ManagerWe are seeking a highly skilled Financial Operations Manager to join our team at Creative Financial Staffing. As a key member of our financial team, you will play a critical role in overseeing the financial operations, ensuring compliance with accounting standards, and mentoring a team of dedicated...
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Financial Operations Manager
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeFinancial Operations ManagerAs a key member of our team at Creative Financial Staffing, you will play a critical role in overseeing the financial operations of our organization. Your expertise in financial management will ensure compliance with accounting standards and regulations, while mentoring a team of dedicated professionals.We are seeking a...
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Financial Operations Manager
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeOur client, a reputable organization in the financial sector, is seeking a highly skilled and experienced Assistant Controller to join their team. As the Assistant Controller, you will play a critical role in overseeing the financial operations, ensuring compliance with accounting standards, and mentoring a team of dedicated...
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Financial Services Professional
4 weeks ago
Indianapolis, Indiana, United States Strategic Wealth Designers Full timeJob 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...
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Financial Management Advisor
4 weeks ago
Indianapolis, Indiana, United States US Army Financial Management Command Full timeJob 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...
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Financial Accountant
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the RoleCreative Financial Staffing is currently working with a firm specializing in securities fraud in Indianapolis who is looking for their next Accounts Payable Accountant to help grow the team.The firm is well-renowned, its attorneys have won several awards and accolades over the years and have a great reputation for getting the best settlement...
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Senior Financial Analyst
4 weeks ago
Indianapolis, Indiana, United States Staff Financial Group Full timeJob Title: Senior Cost AccountantJob Summary:We are seeking a highly skilled Senior Cost Accountant to join our team at Staff Financial Group. As a Senior Cost Accountant, you will play a critical role in managing inventory accounting and cost processes for our clients. This position is responsible for maintaining accurate Bills of Materials (BOM),...
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Financial Management Advisor
4 weeks ago
Indianapolis, Indiana, United States US Army Financial Management Command Full timeJob 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...
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Senior Financial Management Advisor
4 weeks ago
Indianapolis, Indiana, United States US Army Financial Management Command Full timeJob 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...
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Tax Professional
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the Tax Preparer RoleCreative Financial Staffing is seeking a skilled Tax Preparer to join their team. As a Tax Preparer, you will be responsible for preparing and filing accurate federal, state, and local tax returns, including Form 1044.Key ResponsibilitiesReview financial records, such as income statements and documentation of expenditures, to...
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Life Insurance Sales Professional
4 weeks ago
Indianapolis, Indiana, United States The Kind Agency-Powered by Symmetry Financial Group Full timeLife Insurance Sales ProfessionalAre you passionate about helping others and driven to succeed? We're seeking a motivated Life Insurance Sales Professional to join our team at The Kind Agency-Powered by Symmetry Financial Group. As a remote agent, you'll work with high-quality leads to provide financial peace of mind to families across the country.Key...
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Financial Accountant
4 weeks ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the CompanyCFS Indianapolis is currently working with a firm that specializes in securities fraud in Indianapolis who is looking for their next Accounts Payable Accountant to help grow the team.The firm is well-renowned, its attorneys have won several awards and accolades over the years and have a great reputation for getting the best settlement for...
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Chief Financial Officer
4 weeks ago
Indianapolis, Indiana, United States Farmers State Bank Full timeJob Summary:The Chief Financial Officer is a key member of the Farmers State Bank leadership team, responsible for overseeing the bank's financial operations and ensuring the accuracy and timeliness of financial reporting. This role requires a strong understanding of accounting principles, financial regulations, and risk management strategies.Key...
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Mortgage Loan Officer
1 month ago
Indianapolis, Indiana, United States Financial Center First Credit Union Full timeJob SummaryFinancial Center First Credit Union is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for guiding members through the mortgage loan application process, from initial consultation to closing.Key Responsibilities:Analyze financial information and assess creditworthiness to determine the...
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Chief Financial Officer
4 weeks ago
Indianapolis, Indiana, United States Farmers State Bank Full timeJob SummaryThe Chief Financial Officer is a key member of the Farmers State Bank leadership team, responsible for overseeing the bank's financial operations and ensuring compliance with regulatory requirements.Key ResponsibilitiesFinancial Planning and Budgeting: Develop and implement financial plans and budgets that align with the bank's strategic goals and...