Financial Advisor

Radium Search; Indianapolis (IN); Hybrid; USD 126,000 - 154,000; Full time

Benefits offered by this job

Equity

401(k) match

Generous PTO

Summer hours

Job summary

Radium Search in Indianapolis is seeking an experienced Financial Advisor to inherit client relationships and join an integrated team of planning, tax and investment specialists.

You will deliver tailored financial plans, guide clients through onboarding, and grow your practice through referrals while leveraging AI-enabled insights to inform discussions.

The role emphasizes relationship-building over new-book hunting, with comprehensive benefits and equity opportunities.

Qualifications

• 5+ years in financial planning, investment management or wealth management with real client-facing responsibility.
• Bachelor’s degree in finance or related field (master’s is a plus).
• CFP preferred, or a commitment to earning it within two years of joining.
• Confident presenting planning concepts and building rapport with clients.
• Clean U4 with no disclosures and authorization to work in the US without sponsorship.

Responsibilities

• Act as lead or co-advisor on established client relationships, running client meetings and owning satisfaction and retention.
• Deliver financial plans and advice, working closely with an in-house planning team.
• Guide new clients through a structured discovery and onboarding process.
• Grow new business through referrals and centers of influence such as attorneys, CPAs and community organizations.
• Use AI-enabled tools to bring sharper, more personal insights into client meetings.
• Work as part of a collaborative team, covering for colleagues and growing with the practice.

Skills

Client relationship management

Presentation skills

Networking

Attention to detail

Team collaboration

Education

Bachelor’s degree in finance or related field

CFP certification preferred

Tools

AI-enabled tools

Job description

Hybrid; in-office time based on client meetings)

$125,000 base + performance incentives + equity

(Realistic OTE $200K+ in year one)

Are you ready to own client relationships without the pressure of building a book from scratch?

Our client is a nationally recognized, fee-only fiduciary wealth management firm. Its advisors and its in-house planning, tax and investment specialists work as one integrated team. They are adding an experienced Financial Advisor to their Indianapolis office.

This seat suits someone who got into the industry to build lasting relationships rather than chase transactions. You’ll step straight into existing client relationships as lead or co-advisor, with specialist support behind you. You’ll also grow your own client base through referrals and your local network. You won’t need to be an expert in everything. You will need to be the trusted person who brings the right expertise to the table.

What you’ll do

• Act as lead or co-advisor on established client relationships, running client meetings and owning satisfaction and retention
• Deliver financial plans and advice, working closely with an in-house planning team
• Guide new clients through a structured discovery and onboarding process
• Grow new business through referrals and centers of influence such as attorneys, CPAs and community organizations
• Use AI-enabled tools to bring sharper, more personal insights into client meetings
• Work as part of a collaborative team, covering for colleagues and growing with the practice

What you’ll bring

• 5+ years in financial planning, investment management or wealth management, including real client-facing responsibility
• A bachelor’s degree in finance or a related field (master’s is a plus)
• CFP® preferred, or a commitment to earning it within two years of joining
• Confidence presenting planning concepts and building rapport with clients
• Strong attention to detail, organization and follow-through
• A clean U4 with no disclosures
• Authorization to work in the US without sponsorship
• Willingness to sign a non-compete agreement

Why this role

• No book transfer required: you’ll inherit established relationships from day one
• Competitive base with incentives tied to growth and retention, plus a real equity and ownership path
• Fee-only, fiduciary model with tax, planning and investment specialists in-house
• Comprehensive benefits from day one, a 401(k) match, generous PTO and summer hours
• A values-led culture with a clear career path toward lead advisor