Financial Advisor

Company Description The Great Giveback is a community-focused organization that offers a range of services and support to individuals, small businesses, and larger enterprises. The team works to create meaningful outlets and resources that help clients manage challenges and pursue growth. Services are designed to be inclusive and adaptable, meeting clients where they are and connecting them with tools that fit their needs. The Great Giveback values collaboration, responsible guidance, and long‑term relationships with the people and organizations it serves. Role Description The Financial Advisor is a full‑time, on‑site role based in Chesterton, IN. In this position, the advisor will meet with clients to understand their financial goals, assess current financial situations, and develop customized financial plans. Day‑to‑day responsibilities include analyzing investment options, providing retirement planning guidance, and offering ongoing financial advisory support. The advisor will prepare and review financial reports, monitor client portfolios, and adjust strategies as needed. This role also involves educating clients on financial concepts, maintaining accurate records, and collaborating with other team members to ensure holistic support for each client. Qualifications Demonstrated skills in Financial Planning and Retirement Planning to create and manage comprehensive client strategies. Strong knowledge of Finance and Investments to analyze options and recommend appropriate solutions. Experience in Financial Advisory, including client consultations and ongoing portfolio oversight. Relevant education such as a bachelor’s degree in finance, economics, business, or a related field. Professional certifications (e.g., CFP, CFA, or similar) are highly beneficial. Ability to communicate complex financial information clearly and accessibly to a diverse client base. Strong analytical, organizational, and problem‑solving abilities, with attention to detail and ethical decision‑making. Comfort working on‑site and engaging directly with clients and colleagues in Chesterton, IN. #J-18808-Ljbffr