Financial Planner, CFP

OneIndiana Financial Group, a General Agency with the companies of OneAmerica; Indianapolis (IN); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Training

Mentorship

Compensation

Benefits

Development

Collaboration

Job summary

OneIndiana Financial Group, a boutique firm, offers a path to independent practice with full training and license support. Our team emphasizes ownership of income and schedule, backed by mentorship and a culture that rewards performance.

We provide comprehensive training, competitive compensation with bonuses, and Health, dental, vision, and retirement plans. Join a high-retention firm where growth and professional development are prioritized for young professionals who want to lead the field.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated, driven, and willing to learn.

Job description

Join the elite ranks of financial planners at OneIndiana Financial Group, a boutique firm that prioritizes quality over quantity. As we lead the industry with a staggering 50% retention rate for new hires, significantly outpacing the industry average of 10%, our commitment is to cultivate and nurture the brightest minds to achieve unmatched success.

Key Highlights:

• License & Training: Begin your career by obtaining essential investment licenses. We'll guide you every step of the way, ensuring you have the expertise needed to excel.
• Build Your Legacy: At OneIndiana, we believe in empowering our planners to create their own thriving practice. Benefit from a culture where your vision, strategy, and entrepreneurial spirit are celebrated.
• Independence & Ownership: Dictate the rhythm of your days. Own your time and determine your income. Work hard, earn more. It's that straightforward.
• Unrivaled Retention & Success: We pride ourselves on our 50% retention rate—significantly outpacing the industry average of 10%. Moreover, 40% of our advisors qualify for top-tier industry conferences.
• Young Professionals Thrive Here: Our young professionals aren't just keeping pace—they're leading the pack, outperforming their peers by a whopping 300% in the industry.
• Ditch the Churn and Burn: We're not like other financial service firms. Avoid the disillusionment and frustration; choose a firm that genuinely invests in your growth and success.

What We Offer:

• Comprehensive Training: Gain in-depth knowledge with our structured training programs designed to set you up for success.
• Mentorship Opportunities: Benefit from experienced professionals who have been in your shoes and will provide guidance throughout your journey.
• Competitive Compensation Package: With attractive commission structures and bonuses, your earning potential is in your hands.
• Benefits: Health, dental, vision, and retirement plans are just the beginning.
• Continued Professional Development: Attend workshops, webinars, and courses to continually hone your skills and stay ahead of the curve.
• Collaborative Work Environment: Experience a supportive culture where teamwork is emphasized and every voice is valued.

Requirements:

• Strong communication and interpersonal skills.
• A passion for helping people.
• Self-motivated, driven, and willing to learn.

About OneIndiana Financial Group:

Our mission is straightforward: To develop the most successful financial planners and help them realize their dreams. We believe in quality, integrity, and mutual success. Join us, and together, we'll redefine what's possible in the world of financial planning.

Be a part of a firm that believes in YOU. OneIndiana Financial Group