Relationship-Driven Financial Advisor | Hybrid + Equity
Savant Wealth Management
Savant Wealth Management seeks a Financial Advisor in Indianapolis to manage client relationships, lead advisory conversations, and coordinate with in-house tax and planning specialists. You will develop your own book via referrals while collaborating with a team of experts. This client-facing role includes local travel, a hybrid schedule, and in-office presence for relationship-building with clients and colleagues. A CFA/CFP path is preferred, with a guaranteed emphasis on integrity and growth. #J-18808-Ljbffr Savant Wealth Management
$60k - $100k
If you became a financial advisor to build real relationships rather than chase transactions, this... ...in meetings and data-driven recommendations that strengthen... .... The role follows a hybrid work model, with the schedule... ...and overall contribution Equity and ownership...Employment EquityWork experience placementSummer workWork at officeLocal areaWork visaFlexible hours- ...Farm Agent in Indianapolis, Indiana is seeking a Financial Services Representative to market financial products and consult customers. This hybrid role involves assisting with retirement planning and managing relationships with existing customers. The ideal candidate...Suggested
$20 - $23 per hour
...Relationship Banker II The Relationship Banker II combines expertise in customer service,... ...an emphasis on providing comprehensive financial services to customers. This role requires... ...applications, including personal loans and home equity lines of credit. ~ Conduct initial...Employment EquityTemporary workWork at officeLocal areaImmediate startFlexible hours$20 - $23 per hour
Position SummaryThe Relationship Banker II combines expertise in customer service, sales, and... ...an emphasis on providing comprehensive financial services to customers. This role requires... ...applications, including personal loans and home equity lines of credit.Conduct initial loan...Employment EquityTemporary workWork at officeLocal areaImmediate startFlexible hours- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements...Employment EquityImmediate startAfternoon shift
- ...Financial Advisor Services Analyst Our Sales teams help our clients build... ...and managing client relationships, educating clients about our... ...quality work in a deadline driven environment ~ Intermediate... ...of cash and/or forfeitable equity, awarded in recognition of individual...Employment Equity
$100k
...Senior Wealth Advisor We are seeking a Senior Wealth... ...clients. Build and deepen relationships through proactive, consultative financial planning. Manage... ...certification is a plus. ~ Driven by client success, not... ...-term earnings potential with equity-style upside....Employment Equity- ...taking care of our employees, building relationships, and delivering extraordinary... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you... ...the form of cash and/or forfeitable equity, awarded in recognition of individual...Employment Equity
- ...institutions make confident financial decisions in its search for an SVP, Lead Wealth Advisor to join its Carmel,... ...years of experience leading relationships. There is an immediate equity opportunity. Why You’ll Love... ...office. A relationship-driven advisor who excels at...Employment EquityWork at officeLocal areaImmediate start
- ...required. Drive, coachability, and relationship skills are. Never thought you... ...finance industry? 80 percent of our advisors have found their calling in financial services after working in other... ...provide the infrastructure .Long-term equity. The business you build has real,...Employment Equity
- Salesforce is seeking a Financial Analyst in the Finance & Strategy team to support plans, forecasts... ...analysis, headcount planning, and data-driven insights to drive growth. The ideal... ...with SQL, Snowflake, or Tableau. This is a hybrid role with collaboration across multiple...
$80k - $110k
...quarterly report. At WestPoint Financial Group, we work with people... ...that jump. Most of our advisors didn't come from finance. They... ...ready to trade a title for equity in their own future. Why... ...The work: * Turn the relationships and reputation you've already...Employment EquityFull timeShift work- Sr. Manager- Consulting (Hybrid-In Office)Job Level: W2T ConsultantJob Location: Hybrid... ...partners.Business DevelopmentBuild trusted relationships with clients and identify opportunities... ...all play a part in promoting diversity, equity, and inclusion, from our business...Employment EquityFull timeTemporary workWork at officeLocal areaRemote workFlexible hours
- ...international headquarters, the Advisor Mastery Program (AMP) offers... ...generation of Raymond James Financial Advisors. The program takes a... ...the full scope of a client relationship by evaluating the client’s financial... ...compensation (cash or equity), discretionary bonuses, or commissions...Employment EquityApprenticeshipTraineeshipWork experience placement
$21.74 - $29.41 per hour
Herzing University is seeking a Financial Aid Administrator to manage Title IV funding, review and revise aid packages, and guide students... .... Typical hours are Monday-Friday, 8:00 a.m. to 4:30 p.m. (hybrid possible when located near Milwaukee); salary ranges hourly from...Hourly payMonday to Friday$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...to assist in client's financial wellness both in person... ...to develop and expand relationships based on their unique... ...a client first, sales-driven, self-motivated, and competitive... ...products, home equity, unsecured lending,...Employment EquityHourly payWork experience placementDay shift$41.71k - $65k
...provides advice and guidance regarding financial solutions that are in the best interests... ...appointments, and building new relationships within the community. Addresses questions... ...please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship BankerA Relationship Banker plays a key role in looking out for our consumer and... ...relationships by proactively identifying financial goals and needs and recommending... ...in banking, financial services or goal driven retail sales. Can include military service...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$41.71k - $65k
...provides advice and guidance regarding financial solutions that are in the best interests... ...appointments, and building new relationships within the community. Addresses questions... ...please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good...Contract workPart timeLocal areaImmediate startDay shift- ## Financial Relationship Banker - Fishers, IN (East 96th St)Applyremote type: Officelocations: Fishers, INtime type: Full timeposted on: Posted... ...service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...graduates with a global mindset and driven work ethic to join our Fund... ...real estate, private equity, and hedge funds. As a Fund Accountant... ...prepare and review monthly financial statements for investment... ...efficiency and quality Build relationships with responsive, confident communications...Employment EquityFlexible hours
- ...manage high-value client relationships while driving... ...serving as a trusted advisor to clients while partnering... ...Bank to provide tailored financial solutions.... ...solutions, including home equity lines, personal loans,... ...locally owned, relationship-driven bank where your ability...Employment EquityLocal area
- ...and network security systems and services. The role supports hybrid in-office collaboration with flexibility for location and commuting... ...coordinate incident reporting while maintaining strong vendor relationships and staying current with security best practices. #J-18808-...Work at office
- ...organization to produce financial plans and deliver key... ...accuracy and data driven insight. What You'll Actually... .... Build strong relationships with key business partners... .... This role is hybrid and goes into the office... ...incentive compensation, equity, and benefits. Salesforce...Employment EquityWork experience placementWork at officeWorldwide3 days per week
- gpac seeks a hands-on Associate Advisor (Staff Accountant/CAS Associate) in Indianapolis... ...Advisory Services. The role emphasizes client relationships, routine bookkeeping questions, and... ...team environment. The position offers a hybrid schedule, with benefits including...
$51.4k
...to helping clients own their financial futures. In this role, you'll... ...program (SSA), followed by a hybrid work schedule. Ability to work... ...experience Previous client relationship experience Bachelor's degree... ...the basic principles of equity, option, and mutual fund transactions...Employment EquityFull timeShift workNight shift- ...Summary Registered Client Relationship Analysts provide exceptional... ...to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor... ...but not limited to equities, bonds, options, mutual funds... ...self‑motivated and results driven Reports To Business Service...Employment EquityWork at officeLocal area
- ...Registered Client Relationship Analyst Registered Client Relationship... ...to our clients and support Financial Advisor(s)/Private Wealth Advisor(s... ...but not limited to equities, bonds, options, mutual funds... ...self-motivated and results driven Reports to: ~ Business...Employment EquityWork at officeLocal area
$100k - $121k
...: Implement and maintain classification-driven security controls in data warehouses (Snowflake... ...classification tools. Experience with hybrid/multi-cloud architectures and secure... ...education, experience, skills, internal equity, market data, applicable collective bargaining...Employment EquityHourly payContract workLocal areaRemote work$125k - $140k
A leading financial services organization seeks a Junior Quantitative Analyst to join their analytics team. The ideal candidate is proficient... ...between $125,000 and $140,000 and comprehensive benefits. A hybrid work structure is offered, blending remote flexibility with in-...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship-Driven Financial Advisor | Hybrid + Equity. Be the first to apply!
- travel counselor Indianapolis, IN
- behavioral health counselor Indianapolis, IN
- relationship consultant Indianapolis, IN
- program counselor Indianapolis, IN
- counselor Indianapolis, IN
- child care counselor Indianapolis, IN
- employment counselor Indianapolis, IN
- clinical counselor Indianapolis, IN
- education counselor Indianapolis, IN
- summer camp counselor Indianapolis, IN


