Financial Advisor

Overview Job Type: Full-Time | Commission + Incentive Phelix Financial is a wealth planning firm operating in the Northwestern Mutual network, headquartered in Carmel, Indiana. We work exclusively in the business owner space, helping owners structure compensation, minimize tax exposure, plan exits, and protect what they've built. We're not a general practice. We're not trying to be. Our niche gives our advisors a built-in market, a repeatable planning process, and clients who actually value the work. Our tagline says it best: Some people call it luck. We call it planning. The Role We're hiring a Financial Advisor to join our growing team. This is a full-cycle advisory role. You will prospect, build relationships with business owners, and deliver planning strategies that go well beyond basic insurance and investments. You'll have access to the full Northwestern Mutual platform, including one of the strongest insurance portfolios in the industry, investment products, and institutional planning support. Responsibilities Build and manage a book of business focused on business owners Deliver comprehensive financial plans covering income protection, tax strategy, retirement, and exit planning Partner with CPAs, attorneys, and business consultants in the client's ecosystem Represent Phelix Financial at industry events and in the community Grow with a firm that has a defined niche, a clear brand, and a team that invests in you Qualifications A strong background in sales, coaching, or client-facing service (financial services or adjacent) Self-motivated with a competitive drive and a long-term mindset High integrity. You do what you say. Period. Military background a plus but not required FINRA Series 6, 63, or 7 preferred; willingness to obtain required licenses is acceptable Why Phelix (Benefits) Northwestern Mutual platform with one of the highest financial strength ratings in the industry A defined niche that gives you a built-in target market from day one A founder-led team with military discipline and zero tolerance for mediocrity A culture built around Health, Wealth, Relationships, and Legacy Real mentorship. Not just onboarding materials and good luck. Ready to have a real conversation? Reach out to Jason Van Horn directly on LinkedIn or apply below. #J-18808-Ljbffr