Top 31 Financial advisor Jobs in Bloomington, In

Senior Retirement Specialist
Hunter International, Inc —Bloomington, IN
- $70,000 - $85,000 a year
- Marketing
- Mid-level
- 3 years
- Retirement plan
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Wealth Management Trainee (IN)
Bankers Life —Bloomington, IN
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Managing Director
WealthBridge Financial Group —Bloomington, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
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Insurance Agent - Bloomington, IN
Horace Mann - Agent Opportunities —Bloomington, IN
- Mid-level
- Financial services
- 2 years
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Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

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Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Indianapolis, IN
Active and valid FINRA Series 7 license required. Active and valid FINRA 66 license required (may consider a 120-day COE). Health, dental, and vision insurance.
$185,000 - $245,000 a year
10d
Wealth Management Trainee (IN)
Bankers Life —Bloomington, IN
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
The Financial Planning and Investment Specialist will work closely with advisors to develop financial planning recommendations, research investment solutions,…
$65,000 - $95,000 a year
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10d

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financial advisor jobs near bloomington, in

Senior Retirement Specialist

Hunter International, Inc -
Bloomington, IN

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Job Details

$70,000 - $85,000 a year

Benefits

Retirement plan

Qualifications

Investment
Defined contribution retirement plans
Customer communication
Financial sales
Product presentation
Sales presentations
Financial product expertise
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Senior Retirement Specialist
Bloomington, IN (Hybrid)
$70,000-$85,000

Senior Retirement Specialist will drive sales, provide education and deliver service for plan participants, supporting type 457 retirement programs. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Senior Retirement Specialist Responsibilities:

Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.

Senior Retirement Specialist Requirements:

Undergraduate studies in related field such as insurance, business, or marketing is preferred.
FINRA Series 6 or 7 license, and some combination of series 63, 65, or 66, as well as life and health licenses required; series 63 and 65 may be necessary.
Three years of related experience in financial, sales or educational services functions.
Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services.
Ability to effectively navigate political and economic landscapes to achieve business results.
Comprehensive knowledge of annuity and investment products with the ability to effectively communicate product information.
Proven knowledge of Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.
Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients.

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financial advisor jobs in bloomington, in

Senior Retirement Specialist

Wealth Management Trainee (IN)

Managing Director

Insurance Agent - Bloomington, IN

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

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