Holistic Wealth Advisor — Client-Focused Planning

Balefire Wealth; Indiana; On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement match

Health Savings Account

Flexible PTO

Professional development

Job summary

Balefire Wealth seeks a Wealth Advisor to provide tailored financial guidance and investment management for individuals and families. You’ll work with fellow advisors to deliver a comprehensive wealth-management experience and help clients achieve clear, confident financial outcomes.

You’ll build lasting client relationships, solve complex financial challenges, and stay current on markets and regulations to ensure compliant, high-quality advice.

Qualifications

• 5+ years experience in the financial industry.
• Bachelor’s degree in finance, business, economics, or related field; advanced degrees or certifications (CFP, CFA, ChFC, FINRA licenses) preferred.
• FINRA Series 6, 7, 63, and 65 preferred.
• Proven experience in financial planning, investment management, or wealth advisory roles.
• Strong understanding of financial markets, investment solutions, and planning strategies.
• Excellent analytical and problem-solving skills.
• Outstanding interpersonal and communication abilities, with the ability to build rapport and explain complex concepts clearly.
• Commitment to integrity, professionalism, and ethical conduct.
• Proficiency with financial planning tools, eMoney and CRM systems, Practifi/Salesforce.

Responsibilities

• Collaborate with advisory and financial planning teams to deliver holistic financial strategies.
• Conduct detailed financial assessments, identifying client goals, risk tolerance, and priorities.
• Develop personalized financial plans covering investment strategies, retirement, estate, and risk management.
• Provide ongoing monitoring, reviews, and adjustments to client plans as circumstances and markets evolve.
• Serve as a trusted advisor, offering guidance to help clients achieve financial objectives.
• Stay current on industry trends, regulations, and best practices to ensure compliance and deliver relevant advice.
• Cultivate meaningful, long-term client relationships through proactive communication and exceptional service.

Skills

Client relationship

Communication

Analytical thinking

Professional integrity

Education

Bachelor’s degree in finance/business/economics

Advanced certifications (CFP, CFA, ChFC)

FINRA licenses (preferred)

Tools

eMoney

Practifi

Salesforce

CRM systems

Job description

Balefire Wealth seeks a Wealth Advisor to provide tailored financial guidance and investment management for individuals and families. You’ll work with fellow advisors to deliver a comprehensive wealth-management experience and help clients achieve clear, confident financial outcomes.

You’ll build lasting client relationships, solve complex financial challenges, and stay current on markets and regulations to ensure compliant, high-quality advice.