Financial Advisor
$60k - $90kInvictus Direct
Job Description
Job Description
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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in New Albany, IN vacancy
$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 hoursBankers Life
New Albany, IN4 days ago- ...Job Description Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! \n 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...Suggested
Northwestern Mutual
Louisville, KY9 days ago - ...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
- ...Off (PTO) and Paid Holidays Employee Discount and Perks Programs Professional Growth and Career Development Opportunities Overview Financial Counselor Radiotherapy Centers Of Kentuckiana Monday-Friday | 8:00 AM - 4:30 PM Benefits Medical, Dental, and Vision Insurance...SuggestedTemporary workWork at officeMonday to FridayFlexible hours
The US Oncology Network
Jeffersonville, IN4 days ago $45k
...Manage and supervise all federal, state, private and institutional financial aid processed through the Financial Aid Offices at the Pierce... ..., and institutional policies. Collaborate with academic advisors, admissions representatives, and other campus stakeholders to...SuggestedFull timeApprenticeshipInternshipWork at officePierce Mortuary Colleges
Jeffersonville, IN2 days ago- ...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
Modern Woodmen
Jeffersonville, IN3 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
Wellstone Regional Hospital
Jeffersonville, IN1 day ago $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- ...across a broad range of banking needs, consistently creating a positive and seamless client experience. Proactively assess clients' financial positions to identify needs, uncover opportunities, and recommend tailored solutions that deepen relationships. Confidently...Full timeInternshipFlexible hoursNight shift
First Merchants Bank
New Albany, IN3 days ago - ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at office
PNC
New Albany, IN3 days ago - ...Financial RepresentativeThe 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; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
Western & Southern Life
Louisville, KY1 day ago $20 - $23 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary work- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
$77.9k - $199k
...career level at which the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust...Old National Bank
Louisville, KY8 hours 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 - ...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
Northwest Bank
New Albany, IN4 days ago - ...and loan products, open accounts, and support clients with digital tools while building trusted relationships. The role focuses on proactive outreach, accurate processing, and collaborating with branch teams to meet clients' financial needs and goals. #J-18808-Ljbffr...
U.S. Bank
New Albany, 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 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...
$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...
- ...spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:... ...Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates...Contract workInternshipWork at officeFlexible hours
Louisville Group of Northwestern Mutual
Louisville, KY5 days ago - ...experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security. Our... ...with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now...Contract workInternshipWork at officeVisa sponsorshipFlexible hours
Northwestern Mutual
Louisville, KY4 days ago - ...J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...
Aumni
Louisville, KY5 days ago - ...Northwestern Mutual in Louisville, KY, is offering an internship for College Financial Representatives, where students can build a financial planning practice while receiving guidance from local experts. Responsibilities include prospecting clients, executing business...Full timeInternshipLocal areaFlexible hours
Northwestern Mutual
Louisville, KY4 days ago - ...Position Overview An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net... ...business owners, and entrepreneurs. This role will work closely with advisors and clients to deliver comprehensive financial planning...For contractorsWork at officeLocal area
Vaco
Louisville, KY1 day ago $50k
...A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process. This is an immediate and important hiring need, and...Full timeTemporary workInternshipPrivate practiceLocal areaImmediate startMonday to FridayFlexible hoursJambalaya Group
Louisville, KY1 day ago- ...Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing...Part time
First Merchants Bank
Jeffersonville, IN1 day ago $17 - $29.75 per hour
...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...Full timeOld National Bank
Louisville, KY1 day ago- ...Louisville, KY is seeking a Relationship Banker to build lasting customer relationships, understand banking needs, and provide tailored financial solutions. You will open accounts, originate and close loans, and educate clients on products and digital tools, delivering...
U.S. Bank
Louisville, KY5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches