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NAPFA Consumer Group
Indianapolis, IN, United States
Susan Elser 8900 Keystone Crossing 450 Indianapolis, IN 46240-7670 Phone: 317-731-5615 Fax: 317-731-5673 Possess excellent listening and concise communication skills, enthusiasm for your work, and great attention to detail. Hold the CFP® designation. Have 5+ years of experience in comprehensive financial planning and investment management. Exh
Job Source: NAPFA Consumer GroupMilestone Business Solutions, Inc
Carmel, IN, United States
Are you . . . A creative problem solver? Motivated by helping others achieve their vision? Comfortable not taking yourself too seriously? If so, we’d love to meet you. About Us Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered
Job Source: Milestone Business Solutions, IncGXO Logistics, Inc.
Whitestown, IN, United States
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to bui
Job Source: GXO Logistics, Inc.dormakaba Americas
Indianapolis, IN, United States
Position Overview dormakaba is seeking a Senior Financial Analyst based in Indianapolis, IN. This role will report directly to the SVP Finance Accounting and Compliance and work closely with Shared Services leader, plant controllers, and other Senior leadership. The Senior Financial Analyst is responsible for partnering with functional leaders and
Job Source: dormakaba AmericasGXO Logistics, Inc.
Westfield, IN, United States
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to bui
Job Source: GXO Logistics, Inc.Vaco
Zionsville, IN, United States
Job Summary: The Finance Department is currently seeking a Financial Analyst (Contractor) with strong testing, data analytics, and accounting close and consolidation skills to join our Finance team on the north side of Indianapolis. This individual will complete a variety of testing tasks related to our conversion to Workday including data conversi
Job Source: VacoBoston Scientific
, IN, United States
Additional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance At Boston Scientific, we’ll give you the opportunity to harness all that’s within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to th
Job Source: Boston ScientificCreative Financial Staffing
Indianapolis, IN, United States
Senior Financial Analyst Remote Industry: Media & Advertising Salary: 110k-120k Senior Financial Analyst Duties: Partner with stakeholders, providing financial and analytical expertise on account profitability, pricing strategy, forecasting, and modeling for clients, new business and M&A activity Review, analyze, and make recommendations using K
Job Source: Creative Financial StaffingIndianapolis, IN, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Indianapolis, IN, United States
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