Top 10 Certified financial planner Jobs in Indianapolis, In

Entry Level-Financial Advisor
Equitable Advisors —Indianapolis, IN
- $27,550 - $125,000 a year
- Full-time
- Sales
- Office
- Math
- Health savings account
- Employee stock purchase plan
Quick Apply
Private Wealth Management Trust Advisor
Regions —Indianapolis, IN
- $90,732.40 - $123,820.00 a year
- Full-time
- 7 years
- Microsoft Excel
- CPA
- Health savings account
- Health insurance
Private Wealth Management Wealth Advisor
Regions —Indianapolis, IN
- Full-time
- Microsoft Excel
- CPA
- Office
- Health savings account
- Health insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Nora, IN
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Solutions Advisor - Indianapolis Market
Bank of America —Greenwood, IN
- Full-time
- Background check
- Writing skills
- Mid-level
Managing Advisor, Wealth Advisory
Forvis Mazars —Indianapolis, IN
- Full-time
- CPA
- 5 years
- Business development
Quick Apply
Senior Managing Advisor, Wealth Advisory
Forvis Mazars —Indianapolis, IN
- Full-time
- 7 years
- CPA
- Business development
Quick Apply
Key Private Bank Wealth Planner
KeyBank National Association —Indianapolis, IN
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Driver's License

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Private Wealth Management Trust Advisor
Regions —Indianapolis, IN
Bachelor’s degree in business, finance, economics, accounting or related field. Acts independently using judgment while developing knowledge to understand the…
$90,732.40 - $123,820.00 a year
Private Wealth Management Wealth Advisor
Regions —Indianapolis, IN
Bachelor’s degree in Business, Finance, Economics, Accounting or a related field. Partners with the Trust Administrator to oversee the set-up, implementation…

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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
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Bachelor's Degree in business related field or equivalent work…
$116,000 - $216,000 a year

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certified financial planner jobs near indianapolis, in

Entry Level-Financial Advisor

Equitable Advisors -
Indianapolis, IN

Quick Apply

Job Details

Full-time
$27,550 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Customer communication
CFP
Sales
Financial analysis
Math
Bachelor's degree
Financial services
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $27,550.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Vision insurance

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

certified financial planner jobs in indianapolis, in

Entry Level-Financial Advisor

Private Wealth Management Trust Advisor

Private Wealth Management Wealth Advisor

Wealth Management Associate - Retirement Benefits Group

Financial Solutions Advisor - Indianapolis Market

Managing Advisor, Wealth Advisory

Senior Managing Advisor, Wealth Advisory

Key Private Bank Wealth Planner

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