What are the responsibilities and job description for the Private Wealth Advisor position at The KXN?
The KXN is partnering with a leading private wealth firm in Indianapolis that is looking to add a Private Wealth Advisor to their team!
The Private Wealth Advisor will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This advisor will be responsible for managing existing clients of the firm, providing personalized financial strategies, and building long-term relationships.
Responsibilities :
- Build and maintain strong client relationships, providing tailored financial advice and ongoing support
- Conduct client consultations to assess financial situations and recommend personalized strategies
- Prepare and present comprehensive financial plans covering investment, retirement, tax, estate, business planning, and so much more!
- Stay up-to-date on financial products, market trends, and regulatory changes
- Collaborate with internal teams to deliver holistic financial solutions
- Ensure compliance with all legal and ethical standards in financial planning
- Bachelor’s degree in Finance, Accounting, or related field
- 3-5 years of comprehensive financial planning experience and insurance solutions
- Proficient in financial planning tools and software
- CFP required
- Series 65 OR Series 7 & 63 required
- Strong analytical and problem-solving skills, with the ability to draft and explain detailed financial plans
- Excellent organizational, verbal, and written communication skills
- Local to Indianapolis or willing to relocate
- Strong interpersonal skills with a client-first approach and ability to work cross-functionally
- Results-driven, adaptable to business demands, and focused on client growth
- Proven leadership in mentoring and motivating team members
- Strategic thinker with excellent communication skills, able to explain complex concepts clearly
- Understand and relate to clients' unique goals, challenges, and concerns, creating a deeper connection and trust.
Qualifications :
Leadership Characteristics :
If you're ready to take the next step in your financial planning career, The KXN is here to help! Submit your resume & apply now! Let’s discover how we can open doors to exciting opportunities by leveraging our extensive network.
