401(k) Retirement Planner & Wealth Advisor

Invictus Direct; Indiana; Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Invictus Direct in Indiana is seeking an experienced Financial Advisor with a strong background in 401(k) and retirement planning to join our client-focused wealth team. You will advise individuals and businesses, design and implement retirement strategies, and continuously monitor portfolios to help clients grow and protect assets.

The role is client-facing, requires excellent communication, and offers a Monday–Friday 9 am–5 pm schedule (some exceptions).

Qualifikationen

• Minimum 3 years in financial advising or wealth management.
• Expertise in 401(k) plans and retirement solutions.
• Licenses: Series 65 or Series 66 + Series 7; CFP planned within 12 months.
• Strong analytical, communication, and client-facing skills.

Aufgaben

• Advise individuals and business clients on retirement planning with emphasis on 401(k) design and implementation.
• Serve as the primary client contact, maintaining high standards of communication and relationships.
• Analyze client financial needs and develop tailored investment and savings strategies.
• Conduct regular portfolio reviews and adjustments to align with goals and market trends.
• Collaborate with internal teams to ensure onboarding and service delivery.
• Stay current on financial regulations and retirement planning laws.

Kenntnisse

Wealth management

401(k) planning

Client advisory

Analytical skills

Communication skills

Ausbildung

Series 65 license

Series 66 + Series 7 licenses

CFP in progress

Jobbeschreibung

Invictus Direct in Indiana is seeking an experienced Financial Advisor with a strong background in 401(k) and retirement planning to join our client-focused wealth team. You will advise individuals and businesses, design and implement retirement strategies, and continuously monitor portfolios to help clients grow and protect assets.

The role is client-facing, requires excellent communication, and offers a Monday–Friday 9 am–5 pm schedule (some exceptions).