This position is no longer accepting applications
Closed on August 2, 2026.
This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:
Financial Advisor/Wealth Manager
Advisor
Client Relations
Client Service
Financial Advisor
Financial Planning
Financial Services
Relationship Management
Sales
Wealth Management
View similar jobs
Get alerted when similar jobs are posted — set up a New Financial Planning jobs on FinanceJobs.io alert.
See other roles at Tristate Financial Advisors.
Job Description
Tristate Financial Advisors is seeking a Financial Advisor and Wealth Manager to join their Indianapolis office. The role centers on designing and implementing tailored financial plans for clients, backed by extensive training and uncapped earning potential. This position blends strategic financial planning with ongoing client service in a collaborative environment.
Responsibilities
- Proactively identify prospects and schedule meetings with potential clients
- Conduct client consultations to assess financial needs
- Develop customized financial plans aligned with each client’s goals
- Nurture strong client relationships and monitor progress over time
- Provide ongoing advisory support and guidance
Requirements
- Associate’s degree in business or an industry-related field
- Must obtain series licenses and qualify to be approved as a Financial Advisor prior to starting in office
- U.S. citizen or Permanent Resident
- Willing to work on-site in the Indianapolis office
Benefits
- Health insurance
- Life insurance
- Retirement plan
Details
- Salary: USD 70,000 - 100,000 per year
- Education: Associate’s degree in business or industry-related field
- Location: Indianapolis, IN (onsite)
- Job type: Full-time
- Work location: In person
Similar Jobs
