Wealth Planning Advisor — Collaborative Growth Role

Jobot; Merrillville (IN); On-site; USD 100,000 - 150,000; Full time

Job summary

Jobot is seeking a seasoned financial advisor in Merrillville, Indiana to join a collaborative wealth management team managing approximately $870 million in client assets. You will provide comprehensive financial planning, investment strategy, and tax-efficient wealth management for high-net-worth clients, building lasting relationships.

Licensed required: FINRA Series 7; CFP preferred; 2–10+ years of advisory experience.

Qualifications

• Approximately 2–10+ years of experience in financial advising or wealth management.
• Active FINRA Series 7 license required.
• CFP designation preferred; willingness to pursue within two years.
• Strong foundation in comprehensive financial planning, investment planning, and tax-aware wealth management.

Responsibilities

• Develop and maintain trusted relationships with existing clients and provide ongoing financial guidance.
• Conduct client meetings to understand goals and identify planning opportunities.
• Develop comprehensive financial plans covering retirement, investments, tax efficiency, and wealth preservation.
• Help high-net-worth individuals and business owners navigate complex financial decisions.
• Collaborate with paraplanners and operations to deliver coordinated client service.
• Support new client acquisition through referrals and professional relationships.

Skills

Client relationship building

Communication of complex financials

Collaborative mindset

Ethics and fiduciary duty

Education

FINRA Series 7 license

CFP designation preferred

Bachelor's degree in finance, accounting, business, or related field

Job description

Jobot is seeking a seasoned financial advisor in Merrillville, Indiana to join a collaborative wealth management team managing approximately $870 million in client assets. You will provide comprehensive financial planning, investment strategy, and tax-efficient wealth management for high-net-worth clients, building lasting relationships.

Licensed required: FINRA Series 7; CFP preferred; 2–10+ years of advisory experience.