12 Financial Advisor Jobs in Indianapolis, IN
Savant Wealth Management is Hiring a Financial Advisor Near Indianapolis, IN
Job Location
Indianapolis IN - Indianapolis, IN
Position Type
Full Time
Job Shift
Day
DescriptionThe Lead Financial Advisor (Financial Advisor II) is the primary manager of the client relationships, and also will support senior advisors. The position has responsibility for initiating new business, managing existing client relationships, formulating and implementing advice, and may rely on technical specialists to develop recommendations within a given area of expertise.
The Financial Advisor can expect to focus in the following areas:
- Assume co-advisor and/or lead-advisor role on existing clients, fulfilling responsibilities outlined in the Savant Core Advisory Career Path.
- Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”
- Participates in and/or leads “The Discovery Interview”, the “My Ideal Future” discussions and other strategic onboarding processes
- Owns and manages client relationship and client satisfaction—responsible for client retention.
- Serves as a liaison to Planning Team for clients
- Participate in new client relationship development
- Participate in planning meetings regarding new prospects/new clients
- Coordinate follow-up workflow on new clients
- Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities
- Maintain team approach by assisting and filling in for others
- Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred
- Minimum 5-7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships
- Certified Financial Planner™ designation preferred upon hire or must be attained within one year of date of hire
- Financial planning/wealth management acumen, judgment and experience
- Excellent communication and listening skills
- Client-first attitude
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software
- A team player, collaborative, able to work with and through others
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer
Job Summary
Full Time
$47k-63k (estimate)
06/21/2024
07/14/2024
The job skills required for Financial Advisor include Listening, Client Relationship, Financial Services, Insight, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
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