Financial Advisor
$60k - $90kInvictus Direct
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. Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management Analyze client financial needs and develop tailored investment and savings strategies Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends Collaborate with internal teams to ensure seamless onboarding and service delivery Stay current on financial regulations, retirement planning laws, and industry best practices Qualifications: Minimum of 3 years of experience in financial advising, wealth management, or a related field Demonstrated expertise in 401K plans and business retirement solutions Must have either a Series 65 license OR a Series 66 AND Series 7 licenses Must be open to attaining a CFP in the first 12 months Strong analytical and problem-solving skills with a proven track record of success in client-facing roles Excellent communication and interpersonal skills #J-18808-Ljbffr Invictus Direct
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours- ...individuals who want more than just a job. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-... ..., and Optavise. About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized...Suggested
- ...Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! Are you ready to embark on a career that changes lives—yours included? As a Financial Advisor at Northwestern Mutual, you'll help clients achieve their dreams while growing personally, professionally...SuggestedFull time
Northwestern Mutual
Louisville, KY1 day ago - ...Financial Counselor Radiotherapy Centers of Kentuckiana is seeking a compassionate and detail-oriented Financial Counselor to support patients throughout their cancer care journey. In this role, you will help patients understand insurance benefits, navigate treatment...SuggestedWork at office
PRISM Vision Group
Jeffersonville, IN3 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Louisville, KY3 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Louisville, KY4 days ago- ...In addition to our in-patient services, we offer out-patient programs as well. Wellstone is currently recruting for an experienced Financial Counselor for our Business Office. . The Financial Counselor role consists of verifying insurance, determining patients out of...Work at officeLocal areaMonday to FridayFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Overview Regional Director at Modern Woodmen of America. Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to...Full timeWork at officeLocal area
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Louisville, KY20 days ago - ...Full-Time Relationship Banker New Washington State Bank is a local financial institution since 1908, and we have an opening for a Full-Time Relationship Banker to our Jeffersonville, Indiana (Youngstown) location. We pride ourselves on our commitment to being an involved...Full timeLocal area
NWSB (New Washington State Bank)
Jeffersonville, IN2 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
New Albany, IN3 days ago - ...Organization : Name LOUISVILLE KY Default: Location : City LOUISVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation;...Work at officeLocal area
Western & Southern Life
Louisville, KY4 days ago - ...or participate in STEM OPT for this position.Job ResponsibilitiesDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork at office
PNC
New Albany, IN4 days ago - ...Indiana Members Credit Union, ensuring a positive and efficient banking experience. Your role is critical in processing a variety of financial transactions accurately and securely, including deposits, withdrawals, and payments. You will be responsible for maintaining the...Remote workNight shift
Indiana Members Credit Union
Jeffersonville, IN21 hours ago - ...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipLocal areaMonday to Friday
OneMain Financial
Jeffersonville, IN4 days ago $15 - $18 per hour
...USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payWork at officeLocal areaShift work- Park Community Credit Union seeks a Financial Relationship Advisor I to support members with credit union needs, explain services, open/close accounts, and assist with lending. You will build lasting member relationships, promote financial wellness, and help members navigate...
- Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist current and potential members with credit union needs, explain services, set up new accounts, resolve issues, and guide members to the right teams. The role emphasizes building...
- Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist members with accounts, explain services, and provide personalized financial guidance. You will process teller transactions, support lending, and help members achieve financial...
- Park Community Credit Union in Kentucky is seeking a Financial Relationship Advisor I to support members with account setup, problem resolution, and financial guidance. You will process teller transactions, assist with lending needs, and navigate members through digital...
- Job Description Job Description We are looking for a team member like you to join New Washington State Bank. This is a part-time, entry-level Relationship Banker position with the branch located in Jeffersonville, Indiana. We're looking for someone who is ...Part time
New Washington State Bank
Jeffersonville, IN8 days ago $15 per hour
Overview Regional Director, and Wealth Management Advisor at Prudential Advisors. Take your career to the next level at Prudential Advisors... ...for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve...Minimum wageFull timeContract workPart time- Park Community Credit Union in Louisville, KY is hiring a Financial Relationship Advisor I to support members with credit union needs, open accounts, and guide them to the right services. You will build lasting relationships and provide personalized financial solutions...
- Teller Supervisor The Teller Supervisor manages daily teller operations to ensure accuracy, efficiency, and outstanding member service. This role provides direct support to teller staff by resolving transaction issues, answering questions, and guiding problem-solving...Remote workNight shift
Indiana Members Credit Union
Jeffersonville, IN5 days ago - ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for...
Mariner
Louisville, KY2 days ago - ...Private Wealth Advisor (Pwa) One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions
Louisville, KY21 hours ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Louisville, KY4 days ago- ...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL FUNCTIONS: Achieve financial wellness activity goals, such as...Full timeWork experience placementWork at officeWeekend workAfternoon shift
- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
Modern Woodmen
Louisville, KY21 hours ago
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