Financial Advisor

Invictus Direct; Indiana; Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

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).

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Wealth management

401(k) planning

Client advisory

Analytical skills

Communication skills

Educación

Series 65 license

Series 66 + Series 7 licenses

CFP in progress

Descripción del empleo

Schedule: Monday - Friday 9 am - 5 pm (some exceptions)

Salary: $60K - $90K + bonus - total comp up to $150K

Company:

Our client is a trusted partner to businesses and individuals seeking tailored financial planning, retirement solutions, and investment guidance. With decades of industry experience, they provide comprehensive financial strategies that prioritize long-term growth, client education, and fiduciary responsibility. Their focus lies in delivering highly customized wealth management services through a client-first approach, particularly in the area of retirement and workplace savings plans.

Description:

Our client is seeking an experienced and client-focused Financial Advisor with a specialized background in 401K business and retirement planning. The ideal candidate will bring at least 3 years of experience in wealth management or financial advising, combined with strong analytical capabilities and a passion for helping clients secure their financial futures. This is a client-facing role that requires excellent interpersonal skills, strategic thinking, and a solid understanding of retirement plans and investment products.

• Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support
• Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management
• Analyze client financial needs and develop tailored investment and savings strategies
• Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends
• Collaborate with internal teams to ensure seamless onboarding and service delivery
• Stay current on financial regulations, retirement planning laws, and industry best practices

Qualifications:

• Minimum of 3 years of experience in financial advising, wealth management, or a related field
• Demonstrated expertise in 401K plans and business retirement solutions
• Must have either a Series 65 license OR a Series 66 AND Series 7 licenses
• Must be open to attaining a CFP in the first 12 months
• Strong analytical and problem-solving skills with a proven track record of success in client-facing roles
• Excellent communication and interpersonal skills