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Huntington Bancshares, Inc.
Indianapolis, IN, United States
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors partner closely with branch staff to uncover client needs and offer most approp
Job Source: Huntington Bancshares, Inc.Purdue University
Carmel, IN, United States
Job Summary Purdue University is looking for an individual who desires meaningful work that directly impacts Indiana's manufacturing sector. The mission of the Manufacturing Extension Partnership (MEP) is to advance Indiana's prosperity, health and quality of life. Each year MEP serves hundreds of manufacturing companies, businesses, high tech sta
Job Source: Purdue UniversityGXO Logistics, Inc.
Whitestown, IN, United States
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to bui
Job Source: GXO Logistics, Inc.dormakaba Americas
Indianapolis, IN, United States
Position Overview dormakaba is seeking a Senior Financial Analyst based in Indianapolis, IN. This role will report directly to the SVP Finance Accounting and Compliance and work closely with Shared Services leader, plant controllers, and other Senior leadership. The Senior Financial Analyst is responsible for partnering with functional leaders and
Job Source: dormakaba AmericasGXO Logistics, Inc.
Westfield, IN, United States
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to bui
Job Source: GXO Logistics, Inc.Boston Scientific
, IN, United States
Additional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance At Boston Scientific, we’ll give you the opportunity to harness all that’s within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to th
Job Source: Boston ScientificLabor Solutions, LLC
Westfield, IN, United States
Job Description Job Description We are looking for a Senior Accountant to join our growing team! We are currently undergoing dynamic growth, is seeking a Senior Accountant to join its team at the corporate headquarters. The company, founded in 1961, recently transitioned to an Employee Stock Ownership Plan (ESOP), allowing employees to become 'o
Job Source: Labor Solutions, LLCGregory & Appel
Indianapolis, IN, United States
Job Description The Senior Financial Analyst is responsible for financial analysis and management of a complex book of group health benefits business. The Senior Financial Analyst will advise clients on benefit design, legislative requirements, alternate financial arrangements, industry trends and more. They will monitor trends and identify the ne
Job Source: Gregory & AppelIndianapolis, IN, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Indianapolis, IN, United States
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