Wealth Advisor …

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

At Balefire, we’re on a mission to redefine financial advisory services by combining collaboration, innovation, and integrity. We’re a national firm built on teamwork and shared success, where employees are empowered to make an impact, grow their expertise, and serve clients with purpose. With a culture that values continuous learning and bold thinking, Balefire provides an exciting environment for professionals who want to build meaningful careers while helping clients achieve long-term financial success.

Role Overview

As a Wealth Advisor, you’ll be a trusted partner to individuals and families, providing personalized financial guidance and investment management tailored to their goals. You will collaborate with other advisors and internal teams to deliver a comprehensive wealth management experience. This role is ideal for someone passionate about building relationships, solving complex financial challenges, and helping clients achieve financial clarity and confidence.

Primary 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.

Qualifications

• 5+ years experience in the finacial 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.

Compensation & Benefits

Balefire offers a competitive compensation package designed to reward performance and support your overall well-being. In addition to a base salary and incentive opportunities, we provide a comprehensive benefits program, including:

• Medical, dental, and vision insurance
• Retirement savings plan with company match
• Health savings accounts and wellness resources
• Flexible paid time off and company holidays
• Opportunities for professional development and continuing education
• Collaborative and growth-focused work environment

Specific compensation details will be discussed during the interview process.

Work Schedule

• Monday through Friday, 8:00 AM – 5:00 PM
• In‑office position