Associate Financial Advisor

RDW Financial Group; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with Safe Harbor match

Life & disability coverage

Most major holidays

Job summary

RDW Financial Group in Indianapolis, IN is hiring an Associate Financial Advisor to work with senior advisors and learn the business from the inside out. This is the front end of a long-term advisory career, following the internal Client Planning Advisor development track.

The role offers a base salary between $60,000 and $80,000 plus commissions, with on-site work and opportunities to grow within retirement planning.

Qualifications

• Experience in retirement planning or financial advisory is a plus.
• Interest in building a long-term advisory career.
• Ability to coordinate paperwork and onboarding for clients.

Responsibilities

• Prep client review meetings and planning materials.
• Support retirement, tax, and estate planning recommendations.
• Handle proactive client service and follow-up.
• Coordinate paperwork, onboarding, and implementation.
• Keep client records and planning software current
• Be a trusted point of contact for client questions.
• Support seminars and prospect follow-up.

Skills

Organized and detail-oriented

Friendly, professional, relationship‑f

Coachable and eager to learn

Self-motivated with strong work ethic

High integrity and personal accounting

Job description

RDW Financial Group | Indianapolis, IN | On-site

Start a career that actually means something.

We're hiring an Associate Financial Advisor to work alongside our senior advisors and learn the business from the inside out. This isn't a dead-end service role — it's the front end of a long-term advisory career, following our internal Client Planning Advisor development track.

Compensation

Base Salary ($60,000 - $80,000) + Commissions

What you'll do

• Prep client review meetings and planning materials
• Support retirement, tax, and estate planning recommendations
• Handle proactive client service and follow-up
• Coordinate paperwork, onboarding, and implementation
• Keep client records and planning software current
• Be a trusted point of contact for client questions
• Support seminars and prospect follow-up

Who we're looking for

• Organized and detail-oriented
• Friendly, professional, relationship-focused
• Coachable and eager to learn
• Self-motivated with a real work ethic
• High integrity and personal accountability
• 401(k) with Safe Harbor match
• Most major holidays
• Life & disability coverage

We're an independent retirement planning firm built on thoughtful advice and proactive service. If you want more than a job — a career where you actually help people — we'd love to hear from you.