Location: Elkhart, IN (On-Site)
Compensation: $50,000 - $60,000
A rapidly growing wealth management and estate planning firm is seeking a licensed Financial Advisor to support client relationships, compliance, onboarding, and planning activities. This is an opportunity to join a close-knit team where your contributions will have a direct impact on both clients and the firm's continued growth.
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Manage new client onboarding and account opening activities
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Maintain investment policy statements and compliance documentation
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Support portfolio reviews and ongoing client service initiatives
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Build trusted relationships with clients and referral sources
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Assist with business development efforts and firm growth
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Ensure compliance with regulatory and internal standards
Active Series 65 license required
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1+ years of experience in wealth management, financial planning, investment advisory, or related financial services
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Strong interpersonal and relationship-building skills
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High level of integrity, professionalism, and attention to detail
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Ability to thrive in a hands-on, collaborative environment
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Growing boutique wealth management firm
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Direct access to leadership and mentorship
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Opportunity for increased responsibility as the firm grows
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Flexible, family-oriented culture
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Life insurance provided
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Paid vacation and holidays
#LI-DO1 $INAUG2026
Click here to apply online
