Financial Advisor - $100M Succession Opportunity (Richmond, IN) (On-Site)

Job Description

Join a $1.5 Billion Wealth Management Firm and Step Into an Established Client Base \n

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Beyond Wealth Advisors , is a private wealth advisory practice of Ameriprise Financial Services, LLC is seeking an experienced Financial Advisor to join our Richmond, Indiana office.

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This is a unique succession-planning opportunity for an advisor who wants to serve an established client base, supported by a deep bench of planning, service, and operational professionals.

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The successful candidate will work alongside a veteran advisor who plans to retire in March 2028, creating a structured transition into leadership of a well-established wealth management practice representing approximately $100 million in client assets .

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Learn more about our firm at .

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Compensation & Benefits\n

Base Salary: $95,000 - $150,000

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In addition to base compensation, advisors may be eligible for:

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• Performance-based bonus opportunities
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• 401(k) with company contributions
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• Medical, dental, and vision insurance
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• Life and disability insurance
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• Paid time off and holidays, paid sabbatical
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• Professional development support
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• Licensing and designation assistance
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What Makes This Opportunity Different?\n

Unlike many advisor positions that require building a book from scratch, this role offers a defined succession path into an existing and established client base.

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You'll be supported by:

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• A dedicated full-time Client Service Specialist
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• Licensed paraplanning support
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• Investment and portfolio management resources
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• Marketing and business development support
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• Operations and administrative professionals
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• An experienced leadership team
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Our advisors focus on building meaningful client relationships while leveraging a robust support structure that allows them to spend more time advising and less time on administrative responsibilities.

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About Beyond Wealth Advisors\n

Beyond Wealth Advisors currently manages more than $1.5 billion in client assets and serves individuals, families, business owners, retirees, and multigenerational households.

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We believe financial planning is about more than investments. Our team helps clients navigate retirement planning, wealth preservation, risk management, tax-efficient strategies, estate planning coordination, and legacy planning through a comprehensive and relationship-focused approach.

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Our culture is built on:

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• Integrity
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• Empathy
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• Collaboration
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• Professional excellence
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• Community involvement
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• Long-term client relationships
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Qualifications\n

Candidates should possess:

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• 5+ years of financial advisory experience
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• Series 7 license
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• Series 66 license (or Series 65 and Series 63)
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• Insurance and Variable Products licenses
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• Advanced Designations preferred
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• Strong relationship management and communication skills
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• A desire to become an active member of the Richmond community
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• Upon joining the firm, advisors will be expected to pursue an advanced professional designation such as the APMA®, CRPC®, CFP® designation.
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The Ideal Candidate\n

We're seeking a motivated advisor who is passionate about helping clients make informed financial decisions and who wants to build a long-term career within an established and growing organization.

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The ideal candidate values relationships, embraces comprehensive financial planning, and is excited about the opportunity to eventually assume responsibility for a thriving wealth management practice.

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Apply Today\n

We look forward to learning more about your background, professional goals, and interest in joining Beyond Wealth Advisors.

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Please send your resume and cover letter to:

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View email address on ziprecruiter.com