Wealth Advisor - Planning-First, Collaborative Team

Jobot; Saint Joseph (MI); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Performance bonuses

Profit sharing

Business development opportunities

Job summary

Jobot is seeking a Financial Advisor in Merrillville, IN to join a collaborative wealth management team managing approximately $870 million in client assets. You will build and maintain client relationships, deliver comprehensive financial planning, and help high-net-worth clients navigate complex financial decisions.

The role offers a planning-first approach, existing client relationships, and opportunities for professional growth, mentorship, and additional profit sharing.

Qualifications

• Approximately 2–10+ years of experience in financial advising/wealth management.
• Active FINRA Series 7 license required.
• CFP designation preferred; if not held, commitment to obtain within two years.
• Strong foundation in comprehensive financial planning, investments, and tax-aware wealth management.
• Experience serving affluent or high-net-worth clients (e.g., $500k+ investable assets; $1–$5M valuable).
• Ability to build client relationships and communicate complex financial concepts; identify planning opportunities.
• Collaborative, advice-focused mindset with client outcomes as priority.
• Bachelor's degree preferred; other backgrounds considered; strong ethics and clean regulatory history.

Responsibilities

• Develop and maintain trusted relationships with existing clients; provide ongoing financial guidance and service.
• Conduct client meetings to understand goals, review progress, and identify planning opportunities.
• Create comprehensive financial plans covering retirement, investments, tax efficiency, and long-term wealth preservation.
• Help high-net-worth individuals, families, and business owners navigate complex decisions.
• Identify opportunities to deepen relationships and expand planning services.
• Support client acquisition through referrals and professional relationships; assist business development.
• Collaborate with paraplanners, operations, and other advisors for coordinated service.
• Share expertise and prioritize client outcomes in a team-first culture.

Skills

FINRA Series 7 license

High-net-worth client experience

Client relationship building

Advisory mindset

Education

CFP designation

Bachelor's degree in finance or related field

Job description

Jobot is seeking a Financial Advisor in Merrillville, IN to join a collaborative wealth management team managing approximately $870 million in client assets. You will build and maintain client relationships, deliver comprehensive financial planning, and help high-net-worth clients navigate complex financial decisions.

The role offers a planning-first approach, existing client relationships, and opportunities for professional growth, mentorship, and additional profit sharing.