Financial Advisor - Transcend Practice Management

Financial Advisor

Location: Indianapolis, IN; Full-time, In-office

Compensation: $150,000 – $170,000, based on experience

We are a thoughtful and supportive team that works together to deliver high-quality financial planning services to our clients. We bring our values to work each day: reliability, appreciation, insistent accuracy, critical thinking, a drive to stay current, and enthusiasm for the opportunities each day presents. Being a trusted advocate for one of life’s most valued resources—financial security—is a high honor. We are looking for an individual who shares our values and wants to share in that honor.

We are excited to announce a new opportunity for an additional team member to join our team. If you have experience as a Financial Advisor and want to provide a high-quality experience for clients, we want to hear from you, so please get in touch today as we would like to meet the very best candidates immediately.

In your new role, you can expect to:

• Manage existing client relationships.
• Interpret various planning documents, including account statements, tax returns, estate documents, life insurance policies, and annuity contracts.
• Respond to client inquiries and requests.
• Conduct client reviews.
• Meet with clients and work with support staff to prepare illustrations.
• Correspond with clients, their family members, and strategic alliances.
• Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
• Take a proactive approach to client service and collaboration with colleagues.
• Stay current on trends and regulations within the financial planning arena.

Qualifications for this opportunity include:

Must Have:

• Bachelor’s degree
• 5 - 10 years of experience as a financial planner providing advice on investment, tax, risk, education, and estate planning topics
• Hold the CFP designation or CPA/PFS (Personal Financial Specialist)
• Ability to thrive under pressure
• Excellent oral and written communication skills
• Attention to detail
• Strong problem-solving and critical-thinking skills
• Relationship management skills
• Positive attitude and enthusiasm
• Confidence and adaptability
• Flexible in embracing change
• Drive to help clients and co-workers
• Professionalism
• Strong computer skills: Microsoft Word, Excel, portfolio management and financial planning software
• Clean compliance record

Nice to Have:

• Experience managing and mentoring a team.

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.

#ZR