Wealth Advisor

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. #J-18808-Ljbffr The Well