UNKNOWN

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Through brands such as Bankers Life, Colonial Penn, and Washington National, CNO delivers life and health insurance, annuities, financial services, and workforce benefits to more than 3.3 million policyholders, supported by $38.3 billion in total assets. This position is responsible for end-of-end ownership and daily operations of the firm’s Premier Reserve offering, which includes hands-on product management, operational duties, subject matter expertise, and field support.

<p>CNO Financial Group mission is to be a leading provider of financial security for life, health and retirement needs of middle market Americans. Headquartered in suburban Indianapolis, Indiana, our companies provide supplemental health insurance, life insurance and annuities. Through our subsidiaries and a nationwide network of distributors, CNO Financial Group helps more than 4 million customers step up to a better, more secure future. CNO Financial Group is a Fortune 500 company, with more than $4 billion in annual revenues. Our common stock is traded on the New York Stock Exchange under the symbol "CNO."</p> 

CNO Financial Group

Platform Analyst - Cash Management Principal, Broker/Dealer REMOTE from any US based location

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Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

YEAR

Edelman Financial Engines

Client Service Associate

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FULL_TIME

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. 3-5 years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.

Rockefeller Capital Management

Regional Supervision Associate

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Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.

Regional Supervision Manager

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Cetera Investors

Branch Sales Administrator

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Manager, Tax

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As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Cerity Partners LLC

Tax Principal

The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.

Potomac

External Wholesaler – Indiana & Illionis

The Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investments, operations, legal, marketing, and finance teams to strengthen and evolve the Firm's compliance infrastructure. This role focuses on the day-to-day administration of core compliance functions, including code of ethics oversight, regulatory filings, policy administration, and examination readiness, while helping identify and mitigate compliance and conflicts-of-interest risk.

Compliance Associate

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

Leverage internal relationships with Fifth Third senior leadership, Institutional Sales Officers, Commercial Relationship Managers, Corporate Bankers, Business Banking Relationship Managers, Private Bankers, Wealth Management Advisors, and Institutional Portfolio Managers to facilitate our One Bank strategy of consultatively selling Fifth Third's full suite of financial products and services. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bank

IS Senior Relationship Manager

Now we're looking for a humble, hungry, people-smart Partner Marketing Manager to help our growing network of RIAs and benefits brokers become active, engaged partners for the long haul. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.

Your Money Line

Partner Marketing Manager

BreezyHR

Partner Marketing Manager (Remote)

What You'll Be Doing: The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel

Registered Client Service Associate

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel Financial Corp

Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.

HOUR

We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom.
Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader.

Today, the Rocket brand is synonymous with providing simple, fast and trusted digital solutions for complex transactions. When you need a mortgage, a real estate agent, a personal loan or a car, Rocket gets you there fast.

Rocket Companies Inc

Executive Loan Officer (Indiana)

You'll help build and maintain the martech stack, integrations, AI workflows, automations, and analytics that allow our teams to move faster, work smarter, and connect campaign activity to pipeline and revenue. This person sits at the intersection of marketing, sales, data, and technology, designing the systems that help turn campaigns into measurable business outcomes.

LEAP

Go-To-Market (Gtm) Engineer

In this role, you can expect to: Create and/or publish compelling short-form content that aligns with client brand identities, engages audiences, and drives results across social media platforms. Collaborative and team-focused approach, with the ability to work cross-functionally and communicate effectively with internal and external partners alike.

Media Manager, Social

Utilizing expert knowledge of digital marketing offerings, agency services, and industry trends to ensure high-quality output in creative, media, and production initiatives and helping to establish KPIs and strategies for success. Ensuring strategic success in project outcomes through successful account management, client relationship management, and collaboration with internal strategists in guiding agency-wide initiatives.

Account Director

The Senior Account Manager is a proven project facilitator, showing adeptness and sustained success at guiding the cross-functional team with focus on scope/project delivery, and consistently exceeding client expectations. Seen by clients as a trusted resource and brand steward, and by internal teams as the go-to person for guidance on client expectations and engagement details, this role plays a critical role on our team.

Investment Advisor Jobs in Indianapolis, IN

Platform Analyst - Cash Management Principal, Broker/Dealer REMOTE from any US based location CNO Financial Group

Client Service Associate Edelman Financial Engines

Regional Supervision Associate Rockefeller Capital Management

Regional Supervision Manager Rockefeller Capital Management

Branch Sales Administrator Cetera Investors

Manager, Tax Cetera Financial Group Inc

Tax Principal Cerity Partners LLC

External Wholesaler – Indiana & Illionis Potomac

Compliance Associate Cerity Partners LLC

Senior Banker The Charles Schwab Corp

IS Senior Relationship Manager Fifth Third Bank

Partner Marketing Manager Your Money Line

Partner Marketing Manager (Remote) Your Money Line

Registered Client Service Associate Stifel

Registered Client Service Associate Stifel Financial Corp

Executive Loan Officer (Indiana) Rocket Companies Inc

Go-To-Market (Gtm) Engineer LEAP

Media Manager, Social LEAP

Account Director LEAP

Senior Account Manager (Digital Marketing Advertising) LEAP

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