Wealth Manager

Location: Fishers, IN

Compensation: $120,000 to $140,000 (base plus incentive)

Status: Full time, in office

We are an independent, planning-based investment advisory firm. Our mission is to maintain the highest level of integrity and professionalism in our relationship with our client family. We provide superior financial information, services, and investment strategies, and to assist our client family in pursuing their financial goals, enhancing their wealth, and inspire prosperity in all their financial endeavors. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

We are looking for a highly motivated Wealth Manager who will establish new client relationships in addition to providing advisory services and support current clients. There is tremendous room for growth for the right candidate! A successful candidate will value building
meaningful relationships with clients and assisting them in their financial planning needs.

Some of the top qualities that we seek in new team members include:

• Strong business development skills
• Excellent interpersonal & communication skills
• Excellent attitude and extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to handle multiple tasks and priorities simultaneously

As a Wealth Manager, you will support all aspects of financial planning and investment management for our valued clients. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience.

In your new role, you can expect to:

• Provide information/education to clients and prospects about the purpose and details of financial products, services, and strategies.
• Source prospective client opportunities by capitalizing on networking and referrals.
• Promote established investment models and strategies that are suitable for our targeted clients.
• Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.
• Servicing client needs and requirements as determined through client interaction.
• Promote the firm’s wealth enhancement planning services and Trust services.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in daily morning advisor meetings, training, and continuing education requirements.
• Provide positive and professional service to the assigned client base.
• Handle all communication with the client base, including phone calls, emails, and meetings.
• Review investment products currently held in client’s accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.
• Maintain all continuing education requirements of a wealth advisor plus required training elements.
• Attend firm client events.

Qualifications for this role include:

• Bachelor's Degree or equivalent experience.
• CFP, preferred
• Series 7 with a 66 or 63 or an active 65, required
• Life, Health and LTC Licenses or desire to achieve necessary licenses
• 3-5 years of experience in the industry
• 3-5 years or more in a similar role
• Must have financial analytical skills
• Proficiency in computer programs, including Microsoft Office Suite
• Familiarity with planning software, Right Capital, Money Tree, Holisti Plan preferred
• Clean U-4 and U-5 history

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!