Financial Services Manager

2 weeks ago


Marquand, Missouri, United States Harrison Gray Search Full time
Job Title: Financial Advisor

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
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 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 collaborative and team-oriented work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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