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Associate Wealth Advisor

Company: Circle Financial Planning Inc.
Location: Indianapolis
Posted on: January 17, 2022

Job Description:

Company Overview:We are a growing financial planning and wealth management company in Indianapolis and are seeking an Associate Wealth Coach for our growing team.
This is an ideal opportunity for an experienced financial professional who is tired of being constrained in their ability to grow and serve clients or do actual financial planning. We offer tremendous growth potential and long-term ownership opportunities for the right person.
Candidates that fit into our firm and culture will desire to be in a small team environment, have a true passion for financial services as their career calling, and are committed to a fulfilling work/life balance.
What you will be doing: Lead client meetings with the firms tier 2 & 3 clients Prep client meeting for President on tier 1 clients Capture client goals, wishes, risk tolerance and financial data Construct & update financial plans using our tools Accurately maintain client records in Advisor Asst. and our e-file systems Collect, organize, analyze and monitor personal and financial client info Execute client meeting preparations, follow-up, trades and client reviews Prepare and execute a marketing plan to develop new client relationships
Who we want: Entrepreneurial Mindset to approach work as a business owner High Follow-thru Naturally proactive in owning follow-up to completion Tech proficiency Computer & software skills essential Knowledgeable Proficient w/investments, Asset Allocation, Retire Plng Professional Works well with teammates, Keeps client info private Autonomous Able to work independently & take ownership of tasks Sense of humor Relationship driven, team player, enjoy a small team Communicator Present complex info simply & accurately
Required Qualifications: College degree with financial experience required; clean U4 Experience with NetX360, e-Money, & Morningstar preferred Series 7 + 65/66 + insurance licensure. PHD - Professional, Honest, Dependable.
Opportunity: Competitive base salary; Immediate book to cultivate Health ins, retirement plan with match, profit sharing, generous PTO Unsurpassed support, systems, tools, marketing & professional dev Part of a highly awarded team where you can grow and make an impact
Due to restrictions imposed by U.S. immigration laws, individuals who require visa sponsorship are ineligible for consideration for this Jobble

Keywords: Circle Financial Planning Inc., Indianapolis , Associate Wealth Advisor, Other , Indianapolis, Indiana

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