Associate Financial Advisor

Job Description

Job Description

Description:

If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities.
That's not how we operate.

Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best—building relationships, delivering advice, and providing an exceptional client experience—not spending their days chasing leads.

As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career—not making cold calls or trying to convince strangers to become clients.

Because we're advisor-owned, decisions are made here—not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams.

If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.

What You’ll Do

• Attend client meetings
• Prepare meeting agendas, gather data, and create follow-up communications
• Deliver exceptional client service and support
• Handle client inquiries professionally and promptly
• Maintain accurate CRM records
• Support financial plan preparation and data input
• Participate in team meetings and collaborative projects

What You Bring

• Strong client service and communication skills
• Proven experience in customer satisfaction roles
• Basic understanding of finance
• Ability to multitask in a fast-paced environment
• Excellent attention to detail
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

• Clear, structured track to Lead Advisor
• Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
• Collaborative, professional culture
• Opportunities to take on more responsibility as you progress
• Competitive compensation and benefits

Benefits

• Medical, Dental & Vision Insurance
• 401(k)
• Short-Term & Long-Term Disability
• Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements

Education & Experience

• Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
• 1–3 years of experience in financial services, client service, or professional office environment
• Experience supporting advisors, planners, or client service teams a plus
• Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required

Technical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
• Basic understanding of financial planning concepts, investment types, and account structures
• Strong documentation, task-tracking, and workflow management skills

Client Service & Communication

• Exceptional verbal and written communication skills
• Ability to explain processes clearly and professionally
• Demonstrated success in high-touch client service roles
• Strong emotional intelligence and confidence interacting with clients at all wealth levels

Organizational & Analytical Skills

• High attention to detail with low error rates
• Ability to manage multiple tasks in a fast-paced environment
• Strong problem-solving skills with the ability to anticipate advisor and client needs
• Skilled at organizing data and preparing meeting materials

Professional Attributes

• Team-player mindset with a willingness to learn and grow into an advisor role
• Resourceful, self-motivated, and takes ownership of work
• Maintains confidentiality and handles sensitive information appropriately
• Positive attitude, adaptable, and calm under pressure