Wealth Advisor

Wealth Advisor – Wealth Management Firm

Location: Carmel, IN

Work Environment: On-site, Full-time

Role Summary

We'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 Responsibilities

• Serve as a primary point of contact for an existing book of 50 to 100 client relationships, gradually becoming the face of those relationships over time
• Manage day-to-day client needs, including planning questions, market concerns, and life-event conversations
• Deliver the firm's full wealth management process: investment consulting, advanced planning, and relationship management
• Build and maintain financial plans using MoneyGuide Pro
• Partner with outside professionals on tax planning, estate planning, wealth protection, and charitable giving strategies
• Collaborate with internal team members to deliver a seamless, high-touch client experience
• Support 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 standards
• Contribute to a collaborative, team-first culture rather than operating as an independent producer

Candidate Profile

• 4 + years of experience in wealth management, financial planning, or a client-facing advisory capacity
• Series 65 and/or Series 66 licensing required (or equivalent); insurance license a plus
• CFP designation preferred but not required
• Background from an RIA, wirehouse, independent broker-dealer, or insurance-based platform all welcome
• Strong relationship-management and communication skills; comfortable serving as the primary point of contact for client relationships
• Team-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 Benefits

• Base salary of $100,000 to $120,000, depending on experience
• Additional incentive compensation tied to net asset growth and client asset consolidation
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid time off starting at 2 weeks and increasing with tenure

Work Environment and Culture

This 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. Firm leadership is focused on long-term succession planning and is investing in developing the next generation of client-facing talent.