Associate Financial Advisor
Job in
Indianapolis, Marion County, Indiana, 46262, USA
Listing for:
WizeHire, Inc
Full Time
position
Listed on 2025-11-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 76000 USD Yearly
USD
76000.00
YEAR
Job Description & How to Apply Below
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives.Be a coachable, organized team member interested in pursuing training development and educational opportunities.Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.Serve as a collaborative team player willing to further develop through continued training opportunities.Qualifications
Requires a Bachelor’s degree in business administration, finance, or a related field.Working knowledge of financial products, the financial industry, personal financial advisor responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 licenses are preferred but not required; we will sponsor candidates for these registrations.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Strong communication and math skills, with a proven ability to build strong client relationships.Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred.Compensation
$76,000 at plan earnings
About Principal
You’ll be part of the nationwide group of financial professionals working with Principal, with the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as investments and asset management.
We offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our support comes with a payout structure similar to an independent model.
While we help companies offer great benefits, we do the same for you, with more than standard compensation and benefits.
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Position Requirements
10+ Years
work experience
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