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CFP Senior Financial Advisor — Client Retention & Strategy
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-26
Listing for:
AP Rochester
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
AP Rochester is looking for a skilled professional to support client retention and present financial plans and investment recommendations. The ideal candidate will hold a CFP, have strong communication skills, and a bachelor's degree in a relevant field.
Responsibilities include conducting client meetings, solving financial planning issues, and mentoring Relationship Managers. The position requires a minimum of 5 years of experience in financial planning or investment management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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