Financial Advisor

Title : Financial Advisor

Location : Indianapolis, IN

$80,000-$120,000 depending on experience

We are seeking a motivated and experienced Financial Advisor to join our growing team. The ideal candidate is a Certified Financial Planner (CFP®) who shares our dedication to client-centered service, ethical conduct, and continuous professional growth. This role is ideal for an advisor who thrives in a collaborative, small-firm environment and wants to make a meaningful impact on clients' financial futures.

Key Responsibilities

Develop and manage customized financial plans addressing clients' investment, retirement, tax, and estate planning goals.

Build and maintain strong, trust-based relationships with clients through regular communication and exceptional service.

Conduct comprehensive financial reviews and provide strategic recommendations based on clients' evolving needs.

Collaborate with team members to ensure seamless execution of financial strategies.

Stay informed of industry trends, market developments, and regulatory requirements.

Uphold the firm's core values of integrity, stewardship, and excellence in every client interaction.

Qualifications

Certified Financial Planner (CFP®) designation required.

Active FINRA Series 7 and 66 (or equivalent) licenses preferred.

Bachelor's degree in Finance, Accounting, Economics, or related field preferred.

3+ years of experience providing comprehensive financial advice.