Financial Advisor

Financial Advisor | Fee-Only RIA

Indianapolis, IN

Hybrid; in-office time based on client meetings)

$125,000 base + performance incentives + equity

(Realistic OTE $200K+ in year one)

Are you ready to own client relationships without the pressure of building a book from scratch?

Our client is a nationally recognized, fee-only fiduciary wealth management firm. Its advisors and its in-house planning, tax and investment specialists work as one integrated team. They are adding an experienced Financial Advisor to their Indianapolis office.

This seat suits someone who got into the industry to build lasting relationships rather than chase transactions. You’ll step straight into existing client relationships as lead or co-advisor, with specialist support behind you. You’ll also grow your own client base through referrals and your local network. You won’t need to be an expert in everything. You will need to be the trusted person who brings the right expertise to the table.

What you’ll do

• Act as lead or co-advisor on established client relationships, running client meetings and owning satisfaction and retention
• Deliver financial plans and advice, working closely with an in-house planning team
• Guide new clients through a structured discovery and onboarding process
• Grow new business through referrals and centers of influence such as attorneys, CPAs and community organizations
• Use AI-enabled tools to bring sharper, more personal insights into client meetings
• Work as part of a collaborative team, covering for colleagues and growing with the practice

What you’ll bring

• 5+ years in financial planning, investment management or wealth management, including real client-facing responsibility
• A bachelor’s degree in finance or a related field (master’s is a plus)
• CFP® preferred, or a commitment to earning it within two years of joining
• Confidence presenting planning concepts and building rapport with clients
• Strong attention to detail, organization and follow-through
• A clean U4 with no disclosures
• Authorization to work in the US without sponsorship
• Willingness to sign a non-compete agreement

Why this role

• No book transfer required: you’ll inherit established relationships from day one
• Competitive base with incentives tied to growth and retention, plus a real equity and ownership path
• Fee-only, fiduciary model with tax, planning and investment specialists in-house
• Comprehensive benefits from day one, a 401(k) match, generous PTO and summer hours
• A values-led culture with a clear career path toward lead advisor

Interested?

Apply here or message me directly for a confidential conversation.

Radium Search is acting as a recruitment partner on this search. All conversations are treated in strict confidence.