Wealth Advisor

Wealth Advisor – Wealth Management FirmLocation: Carmel, INWork Environment: On-site, Full-timeMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Role SummaryWe're hiring a Wealth Advisor on behalf of our client—a growing, relationship-driven wealth management firm based in the Indianapolis, IN area. This role is built for a driven advisor who is ready to take ownership of an established book of 50 to 100 client relationships. This is a rare opportunity to step into a collaborative, tight-knit team, inherit high-quality client relationships, and build a long-term career with a firm that is actively investing in its next chapter—including a brand-new office opening this fall.Core ResponsibilitiesServe as a primary point of contact for an existing book of 50 to 100 client relationships, gradually becoming the face of those relationships over timeManage day-to-day client needs, including planning questions, market concerns, and life-event conversationsDeliver the firm's full wealth management process: investment consulting, advanced planning, and relationship managementBuild and maintain financial plans using MoneyGuide ProPartner with outside professionals on tax planning, estate planning, wealth protection, and charitable giving strategiesCollaborate with internal team members to deliver a seamless, high-touch client experienceSupport organic growth of the book through excellent service, resulting in asset consolidation and referrals (new business development is not required)Maintain compliance with firm processes and industry standardsContribute to a collaborative, team-first culture rather than operating as an independent producerCandidate Profile4 + years of experience in wealth management, financial planning, or a client-facing advisory capacitySeries 65 and/or Series 66 licensing required (or equivalent); insurance license a plusCFP designation preferred but not requiredBackground from an RIA, wirehouse, independent broker-dealer, or insurance-based platform all welcomeStrong relationship-management and communication skills; comfortable serving as the primary point of contact for client relationshipsTeam-oriented mindset—this role is built for someone who wants to be part of a tight-knit firm, not an independent "hired gun"Compensation and BenefitsBase salary of $100,000 to $120,000, depending on experienceAdditional incentive compensation tied to net asset growth and client asset consolidationHealth, dental, and vision insurance401(k) plan with employer matchPaid time off starting at 2 weeks and increasing with tenureWork Environment and CultureThis is a full-time, on-site role based in the Indianapolis, IN area, Monday through Friday, 9:00 a.m. to 5:00 p.m. Our client's team is collaborative and tight-knit, values flexibility balanced with accountability, and is moving into a brand-new office suite this fall. xhyhwjd Firm leadership is focused on long-term succession planning and is investing in developing the next generation of client-facing talent.