Financial Services Manager
2 weeks ago
Harrison Gray Search is partnering with a leading independent RIA to find their next Financial Advisor in Indianapolis, IN.
This role is responsible for managing client relationships, providing financial advice, and initiating new business opportunities. The ideal candidate will have a strong background in financial planning, wealth management, and client relationship management.
Key Responsibilities:- Manage client relationships and provide financial planning advice
- Initiate new business opportunities and develop business networks
- Participate in client onboarding processes and lead client meetings
- Develop and maintain a network of referral sources and centers of influence
- Perform additional duties as needed
- 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 and team-oriented work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
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Compliance Risk Manager
6 days ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeCompliance Risk Manager - Retail Financial ServicesAt Pls Financial Services, Inc., we are seeking a Compliance Risk Manager - Retail Financial Services to join our team. This role will play a critical part in ensuring that our retail financial services are delivered in accordance with regulatory requirements and our company's policies.Company OverviewPls...
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Financial Services Leader
2 weeks ago
Marquand, Missouri, United States OneMain Financial Full timeAt OneMain Financial, we're looking for a skilled Financial Services Leader to assist our Branch Managers in creating a work environment that fosters exceptional customer experiences. As an Assistant Manager, you'll provide leadership and training to branch staff, making informed decisions through underwriting and collection activities. This role is a...
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Financial Services Leader
2 weeks ago
Marquand, Missouri, United States OneMain Financial Full timeJob SummaryAt OneMain Financial, we're seeking a highly motivated and results-driven Assistant Manager to join our team. As a key member of our leadership team, you will assist the Branch Manager in creating a work environment that fosters exceptional customer experiences. Your leadership and training skills will help drive sales growth, improve customer...
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Financial Services Leader
2 weeks ago
Marquand, Missouri, United States OneMain Financial Full timeJob SummaryAt OneMain Financial, we're seeking a highly motivated and results-driven Assistant Manager to join our team. As a key member of our leadership team, you will play a critical role in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesLead by example in providing solutions through underwriting decision...
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Financial Manager
1 month ago
Marquand, Missouri, United States Creative Financial Staffing Full timeController Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled and experienced Controller to join our team. As a key member of our financial management team, you will play a critical role in overseeing all financial activities and ensuring compliance with regulatory requirements.Key Responsibilities:Develop and implement financial...
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Financial Manager
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeController Job DescriptionAbout the Role:Creative Financial Staffing is seeking an experienced Controller to join their team and oversee all financial aspects of their operations. As a key member of the finance team, you will play a vital role in managing the financial health of the company.Key Responsibilities:Financial Reporting: Manage all financial...
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Financial Operations Manager
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeJob Title: ControllerLocation: Indianapolis, IN 46268About Us:Creative Financial Staffing is a family-owned business that has proudly served the Indianapolis area for years. As a trusted name in the industry, we are committed to providing exceptional products and services to our customers. We foster a close-knit work environment where teamwork, respect, and...
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Financial Operations Manager
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a leading construction organization that values a relaxed and laid-back environment. Our company culture is built on a casual dress code and a commitment to excellence in financial management.Responsibilities of the Financial Operations ManagerThe Financial Operations Manager will conduct detailed monthly...
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Financial Operations Manager
2 weeks ago
Marquand, Missouri, 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 day-to-day financial operations, ensuring compliance with accounting standards, and mentoring a team of dedicated...
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Financial Operations Manager
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeControllerAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry.Responsibilities of the ControllerOversee the preparation and review of financial statements, ensuring accuracy and compliance with regulatory requirements.Review and...
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Financial Operations Manager
1 month ago
Marquand, Missouri, United States Creative Financial Staffing Full timeControllerCreative Financial Staffing is seeking an experienced Controller to oversee the financial and accounting operations of multiple manufacturing companies. The ideal candidate will have a strong background in accounting, retail experience, and an eye for detail.Key Responsibilities:Oversee day-to-day financial operations, including accounts...
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Financial Operations Manager
2 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeSenior AccountantAt Creative Financial Staffing, we're seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting department, you'll play a crucial role in managing month-end and daily reporting, as well as general ledger reconciliations. Your expertise will help maximize departmental efficiency and effectiveness through...
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Financial Project Manager
2 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeJob Title: Financial Project ManagerLocation: Downtown IndianapolisCreative Financial Staffing is seeking a skilled Financial Project Manager to join our team in downtown Indianapolis. Our client specializes in commercial and industrial construction projects and prides themselves on delivering high-quality workmanship while adhering to strict timelines and...
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Financial Operations Manager
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeController Job DescriptionWe are seeking an experienced and detail-oriented Controller to join our growing finance team. The ideal candidate will have a proven track record in financial management, be well-versed in GAAP, and demonstrate a high level of integrity and accountability.Key Responsibilities:Oversee day-to-day accounting operations, including...
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Financial Advisor
4 weeks ago
Marquand, Missouri, United States Thrivent Financial Full timeAbout the RoleAs a Thrivent Financial advisor, you will have the opportunity to make a meaningful impact in the lives of your clients by providing personalized, holistic financial advice and guidance. You will work closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve success.Key...
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Financial Planning and Analysis Manager
2 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full time**FP&A Manager Role Overview**Creative Financial Staffing is partnering with a large publicly traded energy and renewables construction company to fill the FP&A Manager position. This role will be responsible for all financial reporting, intercompany transactions, and working with external auditors.**Key Responsibilities:**Prepare and review IFRS balance...
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Financial Analyst
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeJob Title: AccountantLocation: Indianapolis, INAbout Us:We are a dynamic and innovative company that values its employees and promotes a positive work-life balance. Our team is dedicated to providing top-notch services to our clients and fostering a supportive and collaborative work environment.Position Overview:We are seeking a detail-oriented and organized...
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Financial Accountant
1 month ago
Marquand, Missouri, United States Creative Financial Staffing Full timeBookkeeper and Financial AnalystWe are seeking a highly skilled Bookkeeper and Financial Analyst to join our team at Creative Financial Staffing. As a Bookkeeper and Financial Analyst, you will be responsible for managing financial data and providing valuable insights to clients.Key Responsibilities:Manage financial data for approximately 20-25 clients,...
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Senior Financial Analyst
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeSenior Bookkeeper Opportunity in IndianapolisWe are seeking a skilled Senior Bookkeeper to join our client's prestigious hospital network in Indianapolis, IN. As a Senior Bookkeeper, you will play a critical role in maintaining accurate financial records and ensuring compliance with industry regulations.Key Responsibilities:Maintain accurate financial...
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Financial Analyst
2 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeStaff Accountant RoleWe are seeking a highly skilled Staff Accountant to join our team at Creative Financial Staffing. As a Staff Accountant, you will be responsible for a variety of accounting tasks, including financial statement preparation, budgeting, and financial analysis.Key Responsibilities:Prepare and review financial statements, including balance...