Job Description

Job Description

Location: New Albany, Indiana

Schedule: Monday - Friday 9 am - 5 pm (some exceptions)

Salary: $60K - $90K + bonus - total comp up to $150K

Company:

Our client is a trusted partner to businesses and individuals seeking tailored financial planning, retirement solutions, and investment guidance. With decades of industry experience, they provide comprehensive financial strategies that prioritize long-term growth, client education, and fiduciary responsibility. Their focus lies in delivering highly customized wealth management services through a client-first approach, particularly in the area of retirement and workplace savings plans.

Description:

Our client is seeking an experienced and client-focused Financial Advisor with a specialized background in 401K business and retirement planning. The ideal candidate will bring at least 3 years of experience in wealth management or financial advising, combined with strong analytical capabilities and a passion for helping clients secure their financial futures. This is a client-facing role that requires excellent interpersonal skills, strategic thinking, and a solid understanding of retirement plans and investment products.

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• Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support
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• Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management
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• Analyze client financial needs and develop tailored investment and savings strategies
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• Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends
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• Collaborate with internal teams to ensure seamless onboarding and service delivery
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• Stay current on financial regulations, retirement planning laws, and industry best practices
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Qualifications:

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• Minimum of 3 years of experience in financial advising, wealth management, or a related field
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• Demonstrated expertise in 401K plans and business retirement solutions
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• Must have either a Series 65 license OR a Series 66 AND Series 7 licenses
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• Must be open to attaining a CFP in the first 12 months
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• Strong analytical and problem-solving skills with a proven track record of success in client-facing roles
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• Excellent communication and interpersonal skills
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