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Client advisor Jobs in Carmel, IN

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Last updated: 3 hours ago

Senior Wealth Advisor - Hybrid

Cetera Financial GroupNoblesville, IN, United States
Full-time

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence.To achieve this, we require the right individuals... Show more

Client Experience Lead

FACE FOUNDRIÉWestfield, IN, US
Full-time

FACE FOUNDRIÉ is a focused facial bar specializing in all things face; facials, brows and skincare.Our modern, open concept space promotes a welcoming and relaxing environment.There is a ton of gro... Show more

Client Account Specialist - Remote

Unlock Potential 360Fishers, IN, us
Remote
Full-time

We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw... Show more

J.P. Morgan Wealth Management | Private Client Advisor | Westfield, IN and Surrounding Areas

ChaseWestfield, IN, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCarmel, IN, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Financial Advisor

Valeo Financial Advisors LLCCarmel, IN, United States
Full-time

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding.We provide comprehensive, independent financ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch)

JPMorgan ChaseNoblesville, IN, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Independent Seed Advisor

Syngenta SeedsWestfield, Indiana, United States
Full-time

As an Independent Seed Advisor promoting the sales of Golden Harvest®, you will sell, distribute and service seed products directly to growers.You will be part of a network of independent seed sell... Show more

Generation Planning Advisor

MISOCarmel, IN, United States
$147,000.00–$157,000.00 yearly
Full-time

MISO is seeking a Generation Planning Advisor to help shape the future.This is a highly visible role for an experienced generation planning professional who thrives on solving complex industry chal... Show more

Merchant Sales Advisor

KeyCorpCarmel, IN, United States
$48,000.00–$72,000.00 yearly
Full-time

Location: 501 E Carmel Drive, Carmel Indiana.Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments withi... Show more

Merrill Advisor Development Program - Financial Advisor: Indiana Market

Bank of AmericaZionsville, IN, United States
Temporary

Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, a... Show more

Financial Advisor

Northwestern MutualCarmel, IN, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Insurance Advisor - Employee Benefits

Shepherd Financial ServicesCarmel, IN, United States
Full-time

Insurance Advisor On Employee Benefits Team.This is an ideal opportunity to work at a growing organization with a strong family culture.Shepherd Insurance is a privately-owned insurance agency that... Show more

 • New!

EyeCare Advisor

EssilorLuxottica SANoblesville, IN, United States
Full-time

Brand: LensCrafters Location: Noblesville, IN, US, 46060 Store #: 005606 LensCrafters Position: Full-Time Total Rewards: Benefits/Incentive Information.LensCrafters is a place for visionaries.We've... Show more

Customer Experience Advisor

RECREATION UNLIMITEDNoblesville, IN, US
$15.00 hourly
Full-time

A progressive, family owned business for over 30 years, we provide quality outdoor backyard products with top-notch service and installation.Looking for something different? We don't believe in "ha... Show more

Wealth Planning Advisor

WealthBridge Financial GroupCarmel, IN, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team.In this position, you will engage with clients to understand their financial objectives and provi... Show more

Director, Client Media Solutions

Real ChemistryCarmel, IN, United States
$100,000.00–$145,000.00 yearly
Full-time

Director, Client Media Solutions.Real Chemistry is seeking a Director, Client Media Solutions to join our growing team! The Director, Client Media Solutions is a strategic leader responsible for de... Show more

Client Services Associate

Larson Wealth Partners, LLCIndianapolis, Indiana, United States, 46256
Full-time
Quick Apply

At Larson Wealth Partners, we believe in the power of individual choice.A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.We are seeking ... Show more

 • Promoted

K-14 Transitions Advisor

Ivy TechNoblesville, IN, United States
$50,000.00 yearly
Full-time

In collaboration with the Director of K-14 Initiatives, the K-14 and Transitions Coach will support dual credit and dual enrollment programming that will lead to completing a credential before high... Show more

AMP- Financial Advisor Trainee

Raymond James FinancialCarmel, IN, United States
Full-time

Through distance learning, apprenticeship, and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymo... Show more

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Senior Wealth Advisor - Hybrid

Senior Wealth Advisor - Hybrid

Cetera Financial GroupNoblesville, IN, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Wealth Advisor

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.

We are currently seeking to add a Senior Wealth Advisor position to our team located in Oakland, CA. A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.

What you will do:

  • Source and acquire new clients to build business
  • Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
  • Follow up with prospective clients, maximize relationships, create referrals and referral partnership
  • Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
  • Develop and maintain a base of clients who value your input and guidance
  • Work with clients to keep their financial plans current and aligned with their goals
  • Maximize relationships, create referrals and keep SalesForce updated
  • Research industry guidelines. Stay up to date with current events and market trends
  • Comply with current policies and procedures for financial, investment, tax and insurance industry

What you will have:

  • At least 5 years of Financial Services industry experience
  • At least 3 years of experience as a planning-based Advisor
  • FINRA Series 65 License or 7 and 66
  • Proficient in MS Office Suite and CRMs

What is nice to have:

  • CFP designation is preferred

Compensation: Total annual target compensation of up to approximately $275,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms