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Farther
Indianapolis, 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 cl
Job Source: FartherGXO 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.GXO Logistics, Inc.
Brownsburg, 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.OPENLANE
Carmel, IN, United States
Who We Are At OPENLANE we make wholesale easy so our customers can be more successful. We’re a technology company building the world’s most advanced—and uncomplicated—digital marketplace for used vehicles. We’re a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use. And we’re an innovati
Job Source: OPENLANEGXO Logistics, Inc.
Zionsville, 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.Allegion
Carmel, IN, United States
Creating Peace of Mind by Pioneering Safety and Security At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 11,000+ employees globally and products sold in 130 countries, we specialize in security around the doorway and beyond. Senior Financial Analyst - Carmel, IN (Hy
Job Source: AllegionIndianapolis, 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.
Exhibit a strong desire to help people.
Have the ability to interpret various planning documents, including account statements, tax returns, estate documents, life insurance policies, and annuity contracts.
Use Microsoft Word, Excel, portfolio management and financial planning software.
Take a proactive approach to client service and collaboration with colleagues.
Clean compliance record.
Potential for equity interest in the company for an advisor bringing client relationships to the firm.
Combination of base pay and incentive compensation, health insurance allowance, vacation, and professional expenses.
Elser Financial Planning is an Equal Opportunity Employer. Elser Financial Planning does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Please forward your resume and contact information to: [email protected]
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Senior Financial Advisor jobs in Indianapolis, IN, United States
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