Financial Advisor

Location: New Albany, Indiana

Schedule: Monday - Friday 9 am - 5 pm (some exceptions)

Salary: $60K - $90K + bonus - total comp up to $150K

Company:

Our client is a trusted partner to businesses and individuals seeking tailored financial planning, retirement solutions, and investment guidance. With decades of industry experience, they provide comprehensive financial strategies that prioritize long-term growth, client education, and fiduciary responsibility. Their focus lies in delivering highly customized wealth management services through a client-first approach, particularly in the area of retirement and workplace savings plans.

Description:

Our client is seeking an experienced and client-focused Financial Advisor with a specialized background in 401K business and retirement planning. The ideal candidate will bring at least 3 years of experience in wealth management or financial advising, combined with strong analytical capabilities and a passion for helping clients secure their financial futures. This is a client-facing role that requires excellent interpersonal skills, strategic thinking, and a solid understanding of retirement plans and investment products.

• Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support
• Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management
• Analyze client financial needs and develop tailored investment and savings strategies
• Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends
• Collaborate with internal teams to ensure seamless onboarding and service delivery
• Stay current on financial regulations, retirement planning laws, and industry best practices

Qualifications:

• Minimum of 3 years of experience in financial advising, wealth management, or a related field
• Demonstrated expertise in 401K plans and business retirement solutions
• Must have either a Series 65 license OR a Series 66 AND Series 7 licenses
• Must be open to attaining a CFP in the first 12 months
• Strong analytical and problem-solving skills with a proven track record of success in client-facing roles
• Excellent communication and interpersonal skills