Top 8 Associate financial advisor Jobs in Nora, In

Associate Financial Advisor
ARTISTRY WEALTH, LLC —Indianapolis, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Nora, IN
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Wealth Advisor
Waverly Advisors, LLC —Zionsville, IN
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Associate - South Central Advisor Group
Thrivent —Indianapolis, IN
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

Discover related jobs

Based on your search for associate financial advisor jobs.

Financial Advisor/Wealth Manager - Indianapolis
Tristate Financial Advisors —Indianapolis, IN
Associate’s degree in business or industry-related field. Maintain strong relationship with clients, helping them track their progress over time.
$70,000 - $100,000 a year
Quick Apply
Financial Advisor
First Command —Indianapolis, IN
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run…
1d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for associate financial advisor in nora, in

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate financial advisor jobs near nora, in

Financial Advisor jobs in Indianapolis, IN

Management Associate jobs in Nora, IN

Retail Tax Office Associate Team Leader jobs in King Of Prussia, PA

Retail Tax Office Associate Team Leader jobs in Georgia

Associate Degree Criminal Justice jobs in Tennessee

Community Renewal Team jobs in Hartford, CT

Professional Sports Team jobs in Phoenix, AZ

Retail Tax Office Associate Team Leader jobs in Raleigh, NC

Entry Level Office jobs in Round Rock, TX

Retail Tax Office Associate Team Leader jobs in Frankfort, KY

Service Advisor jobs in Albuquerque, NM

Financial Advisor jobs in Burlington, MA

Financial Advisor jobs in Columbia, SC

Financial Advisor jobs in Indiana

Athletic Academic Advisor jobs in Texas

Financial Advisor jobs in Lynnwood, WA

Wealth Management Advisor jobs in Cedar Hills, UT

Financial Advisor jobs in New Jersey

Wealth Management Advisor jobs in Mill Valley, CA

Property Management jobs in Montgomery, AL

Associate Financial Advisor

ARTISTRY WEALTH, LLC
Indianapolis, IN

Quick Apply

Job Details

Full-time

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Financial planning software
Customer communication
Financial services customer support
Confidential information handling
Microsoft Excel
Microsoft Outlook
Workflow management (operations management method)
Managing clients in a customer support role
CRM system proficiency
Documentation Handling
Financial acumen
Technical Proficiency

Full Job Description

Description:

If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities.
That's not how we operate.

Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best—building relationships, delivering advice, and providing an exceptional client experience—not spending their days chasing leads.

As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career—not making cold calls or trying to convince strangers to become clients.

Because we're advisor-owned, decisions are made here—not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams.

If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.

Requirements:

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.

What You’ll Do

Attend client meetings
Prepare meeting agendas, gather data, and create follow-up communications
Deliver exceptional client service and support
Handle client inquiries professionally and promptly
Maintain accurate CRM records
Support financial plan preparation and data input
Participate in team meetings and collaborative projects

What You Bring

Strong client service and communication skills
Proven experience in customer satisfaction roles
Basic understanding of finance
Ability to multitask in a fast-paced environment
Excellent attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

Clear, structured track to Lead Advisor
Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
Collaborative, professional culture
Opportunities to take on more responsibility as you progress
Competitive compensation and benefits

Benefits

Medical, Dental & Vision Insurance
401(k)
Short-Term & Long-Term Disability
Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements

Education & Experience

Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
1–3 years of experience in financial services, client service, or professional office environment
Experience supporting advisors, planners, or client service teams a plus
Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required

Technical Skills

Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
Basic understanding of financial planning concepts, investment types, and account structures
Strong documentation, task-tracking, and workflow management skills

Client Service & Communication

Exceptional verbal and written communication skills
Ability to explain processes clearly and professionally
Demonstrated success in high-touch client service roles
Strong emotional intelligence and confidence interacting with clients at all wealth levels

Organizational & Analytical Skills

High attention to detail with low error rates
Ability to manage multiple tasks in a fast-paced environment
Strong problem-solving skills with the ability to anticipate advisor and client needs
Skilled at organizing data and preparing meeting materials

Professional Attributes

Team-player mindset with a willingness to learn and grow into an advisor role
Resourceful, self-motivated, and takes ownership of work
Maintains confidentiality and handles sensitive information appropriately
Positive attitude, adaptable, and calm under pressure

Quick Apply

Refine Your Search

associate financial advisor jobs in nora, in

Associate Financial Advisor

Wealth Management Associate - Retirement Benefits Group

Associate Wealth Advisor

Associate - South Central Advisor Group

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for associate financial advisor in nora, in

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected