Financial Planner — Training Included, Hybrid Role

Longwood University; Carmel (IN); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Comprehensive medical insurance

401(k) matching

Flexible spending account

Parental leave

Choose your own hours

Job summary

A leading financial services company in Carmel, IN seeks a Financial Representative. This role offers extensive training and the chance to help clients achieve their financial goals, alongside a compensation model that starts at around $120,000 annually with possible commissions and bonuses. Ideal candidates will have strong interpersonal skills and a commitment to success, with educational backgrounds in various fields preferred.

Qualifications

• Ability to build personal, trusted relationships.
• Driven individual committed to success.
• Willing to learn and grow in the financial services field.

Responsibilities

• Help clients develop and implement financial plans.
• Mentor and train under industry experts.
• Control income based on performance.

Skills

Interpersonal skills

Motivation

Sales

Financial planning interest

Education

Bachelor's degree from a four-year college or university

Associate degree

Job description

A leading financial services company in Carmel, IN seeks a Financial Representative. This role offers extensive training and the chance to help clients achieve their financial goals, alongside a compensation model that starts at around $120,000 annually with possible commissions and bonuses. Ideal candidates will have strong interpersonal skills and a commitment to success, with educational backgrounds in various fields preferred.