Financial Advisor

The Monroe Financial team; Indianapolis (IN); Remote; USD 25,000 - 40,000; Part time

Job summary

The Monroe Financial team is looking for a part-time remote Financial Advisor in Indianapolis. This entry-level role focuses on financial and retirement planning, investment management, and delivering advisory services. Ideal candidates will possess strong planning, communication, and analytical skills, with the opportunity for training and licensing.

Qualifications

• Entry-level position requiring planning and communication skills.
• Financial advisory skills preferred but not mandatory.
• Strong analytical and problem-solving skills essential.

Responsibilities

• Involves financial planning, retirement planning, and managing investments.
• Provides financial advisory services to clients.

Skills

Planning skills

Communication skills

Analytical skills

Problem-solving skills

Independent work

Education

Life insurance license (preferred)

Job description

The Monroe Financial team in Indianapolis, IN, is seeking a part-time remote Financial Advisor. This role involves financial planning, retirement planning, managing investments, and providing financial advisory services.

Qualifications:

• Planning and communication skills
• Financial advisory skills preferred, but not required
• Strong analytical and problem-solving skills
• Ability to work independently
• Life insurance license preferred; training and licensing will be provided

Additional Details:

• Seniority level: Entry level
• Employment type: Part-time
• Job function: Finance and Sales