CFP Senior Financial Advisor: Client & Strategy
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-26
Listing for:
AP Rochester
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: Indianapolis
A national wealth management firm is seeking a Financial Planner responsible for client retention and investment recommendations. The role requires conducting ongoing client meetings and managing complex financial planning issues. Candidates must hold a Bachelor's degree in a relevant field and a CFP designation, along with a minimum of 5 years' experience in financial planning or investment management. Strong communication and client relationship skills are essential.
This position offers an entrepreneurial environment within a rapidly growing firm.
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Position Requirements
10+ Years
work experience
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