Senior Financial Advisor

Omega Wealth Private Capital, LLC; Indianapolis (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

Omega Wealth Private Capital, LLC in Indianapolis seeks a Senior Financial Planner to deliver written retirement plans for pre-retirees and retirees. You will build plans during scheduled, qualified appointments and ensure seamless execution with a service team after recommendation.

Your calendar will stay full as you translate complex financial concepts into clear guidance while ensuring ongoing client reviews and plan updates.

Qualifications

• Active Life & Health insurance license is required.
• Series 65 or 66 is required.
• Strong track record in retirement planning and presenting plans face-to-face.
• Excellent consultative communication and listening skills.
• Comfort weaving annuities and insurance into holistic planning.
• Experience in appointment-driven or inbound-lead environments.

Responsibilities

• Lead discovery and planning meetings with clients, typically ages 50–75.
• Build and present written retirement plans covering income, investments, and protection.
• Run a consistent planning, follow-up, and review process.
• Coordinate with service and operations for a seamless client experience from onboarding to reviews.
• Grow into a lead advisor role as Indianapolis office expands.

Skills

Life & Health license

Series 65/66

Retirement planning

Consultative communication

Annuities integration

Appointment-driven experience

Job description

If you got into this business to sit across from clients and build real retirement plans — not to grind for your next lead, memorize another product script, or explain away Wall Street jargon you don't even believe — keep reading. This is the seat you've been waiting for.

We're fiercely independent, and it shows in everything we do. One agenda drives every meeting: the client's. No jargon, no smoke, no pressure — just plain language and honest analysis that helps people finally understand what they own and why. Because we answer to no product shelf, we bring a wide range of vetted instruments and the freedom to build strategies that actually fit the household across the table.

The Role

We're hiring a Senior Financial Planner in Indianapolis to deliver written retirement plans for pre-retirees and retirees. You'll walk into qualified, scheduled appointments generated by an active marketing operation — then hand off to a service and operations team that keeps implementation moving after you make the recommendation.

Translation: your calendar stays full, and your plans actually get executed.

Compensation:

Base Salary + Commissions

What You'll Do

• Lead discovery and planning meetings with clients, typically ages 50–75
• Build and present written plans covering income, investments, and protection
• Run a consistent planning, follow-up, and review process — we don't set and forget
• Partner with service and ops for a seamless client experience, onboarding through reviews
• Grow into a lead advisor role as the Indianapolis office expands

What You Bring

• Active Life & Health insurance license
• Active Series 65 or 66
• A track record in retirement planning and presenting plans face-to-face
• Strong consultative communication — you listen first
• Comfort weaving annuities and insurance into holistic planning
• Experience in an appointment-driven or inbound-lead environment

The Bottom Line

The calendar is handled. The process is proven. The support is real. Your only job is the one you love — helping people retire with confidence.