Senior Financial Advisor: Inherit Clients, Equity Path, Hybrid

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

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.