- Preparing and conducting client meetings
- Gathering data from clients for preparation of financial plan
- Running insurance illustrations, constructing financial plans
- Communicating investment advice based on recommendations of team
- Tracking next steps in the planning process for clients
- Providing outstanding service to reproduce top clients
- Entering and manipulate information into Contact Management System and Financial Planning software
- Implementing client "touches" to create concierge experience resulting in consistent referrals
- Performing follow up and process new business; manage existing client relationships
- Managing and resolving client issues
- Ability to build rapport via phone, virtual meetings or in person with clients
- Professional, clear, and polite communication preference is required
- Ability to work with the Advisor and other support team members to accomplish a common goal
- Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
- Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.
- 2+ years' experience in the Financial Planning field
- Series 7 & 66 or 65
- CFP a plus
- Four-year degree or equivalent work experience
- Knowledge of insurance/financial services industry
- Ability to maintain confidentiality of information
- Proficiency with Microsoft Office and Outlook
- Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
- Experience with Salesforce
- Proficient data entry skills
- Flexible schedule for meetings and client event.
- Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.
- Ability to manage time in an efficient, self-directed manner is required.
- Ability to be proactive and professionally assertive is required.
- Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
- Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. xzgxqkn
- Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA plans are 100% paid for the employee only)
- Dental Insurance
- Vision Insurance
- ER PD Long Term Disability Insurance
- ER PD Life Insurance
- ER PD EAP
- Voluntary Short Term & Additional Life
- Supplemental Insurance
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
-
This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals. · ...
Indianapolis4 days ago
-
Larson Wealth Partners is seeking a talented Financial Planner to work in the Indianapolis area. · ...
Indianapolis Full time4 days ago
-
Larson Wealth Partners seeks a Financial Planner in Indianapolis to work directly with clients and achieve their financial goals. · ...
Indianapolis, IN $70,000 - $135,000 (USD) per year3 days ago
-
· Full-time · Description · Larson Wealth Partners is seeking a talented Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and deta ...
Indianapolis, IN $70,000 - $135,000 (USD) per year3 days ago
-
: · Apply (by clicking the relevant button) after checking through all the related job information below. · Larson Wealth Partners is seeking a talented Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with ...
Indianapolis $70,000 - $135,000 (USD) per year2 days ago
-
Explore a full time career as a Financial Planner or as a Financial Advisor. · Developing relationships with clients (both existing and prospective) · ...
Indianapolis, IN1 month ago
-
We are a family-owned full-service financial services firm located in the Carmel area with a proud 35-year history of helping clients and their families achieve their financial goals. ...
Carmel3 weeks ago
-
+Job summary · First Merchants Bank is seeking a Senior Wealth Manager to join our team. · +Base Pay PLUS Bonuses · Medical, Dental and Vision Insurance · 401k · ...
Indianapolis1 month ago
-
This newly created position will be responsible for client retention and reviewing/presenting client-related financial plans and investment recommendations with existing clients. · ...
Indianapolis4 weeks ago
-
We are looking for a Lead Assortment Planner focused on optimizing the Jordan Brand business with JD Sports/Finish Line. · Develop style-level plans to inform financial plans that will fuel assortments and influence buy and supply decisions while partnering with key stakeholders. ...
Indianapolis Full time1 month ago
-
We are seeking a highly motivated Private Wealth Advisor to deliver comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. · Build strong relationships with clients by understanding their financial goals. · Develop customized financia ...
Indianapolis $90,000 - $120,000 (USD) per year3 days ago
-
This is a full-time role for a Senior Portfolio Manager based in Indianapolis, · IN. The Senior Portfolio Manager will manage and analyze investment portfolios, · cultivate strong client relationships through regular communication, · and provide expert insights to align with thei ...
Indianapolis4 days ago
-
+As a Wealth Planner at Baird, you will serve as a trusted technical expert and strategic partner to Financial Advisors (FAs) and clients, delivering advanced financial planning solutions across a broad range of complex scenarios. · ...
IN-Indianapolis1 week ago
- Work in company
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director
Only for registered members
The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. · In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visuali ...
Indianapolis, Indiana, United States of America1 week ago
-
The Project Accounting & Billing Specialist plays a key role in supporting financial performance across all engineering projects within a professional services environment. · This position focuses on client billing, accounts receivable, and project budgeting. Partnering closely w ...
Indianapolis $70,000 - $90,000 (USD)1 week ago
-
+Job summary · Join USI Consultants as a Project Accountant and be part of a fast-growing company that cares about your success. · +Sends project financial performance reports to the client. · Makes sure clients are billed correctly and on time.,+Degree in Accounting or equivale ...
Indianapolis1 week ago
-
The Merchandise Planner is responsible for building financial sales, gross margin, · and inventory plans for both pre-season and in-season time periods.Lids U strives for excellence by bringing the highest quality of products, · range of assortment and at the best prices possible ...
Indianapolis4 weeks ago
-
The Senior Wealth Planner is a critical member of Allworth's Advanced Wealth Planning Team, · responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients. · This role requires deep experience in estate planning, adva ...
Indianapolis, IN4 weeks ago
-
+Job summary · Buyer/Planner at Delta Faucet Company: Collaborate with others to achieve goals and drive continuous improvement in inventory management and supply chain operations. · +Review, approve, and release purchase orders. · Catch and prevent future supply gaps. · ...
Indianapolis $56,900 - $89,320 (USD) Full time2 weeks ago
-
We are looking for a Project Manager – Estimator with strong civil construction background to lead projects from pre-bid through closeout. · You will manage full project lifecycle — from estimating to final invoice — ensuring successful delivery for our clients. · ...
Indianapolis $70,000 - $120,000 (USD) per year3 days ago
-
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future. · ...
Indianapolis1 month ago
Financial Planner - Indianapolis - Larson Wealth Partners, LLC
Description
:Apply (by clicking the relevant button) after checking through all the related job information below.
Larson Wealth Partners is seeking a talented Financial Planner, in the Indianapolis, IN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
Responsibilities:
Expectations:
Skills and Experience:
Larson Financial Group offers a generous employee benefits & perks package:
PI4f43e394387a-3
-
Financial Planner
Only for registered members Indianapolis
-
Financial Planner
Full time Only for registered members Indianapolis
-
Financial Planner
Only for registered members Indianapolis, IN
-
Financial Planner
Only for registered members Indianapolis, IN
-
Financial Planner
Larson Wealth Partners, LLC- Indianapolis
-
Financial Planner
Only for registered members Indianapolis, IN
-
Associate Financial Planner
Only for registered members Carmel
-
Senior Wealth Manager
Only for registered members Indianapolis
-
Senior Financial Advisor
Only for registered members Indianapolis
-
Lead, Assortment Planning NA
Full time Only for registered members Indianapolis
-
Private Wealth Advisor
Only for registered members Indianapolis
-
Senior Portfolio Manager
Only for registered members Indianapolis
-
Wealth Planner
Only for registered members IN-Indianapolis
-
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director
Only for registered members Indianapolis, Indiana, United States of America
-
Project Accountant
Only for registered members Indianapolis
-
Project Accountant
Only for registered members Indianapolis
-
Merchandise Planner
Only for registered members Indianapolis
-
Senior Wealth Planner
Only for registered members Indianapolis, IN
-
Buyer/Planner
Full time Only for registered members Indianapolis
-
Project Manager
Only for registered members Indianapolis
-
Lead Financial Advisor
Only for registered members Indianapolis