Top 30 Financial planner Jobs in Lafayette, In

Financial Advisor
Confidential —Lafayette, IN
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Business development
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7d
Wealth Management Trainee (IN)
Bankers Life —Lafayette, IN
- $80,000 - $100,000 a year
- Full-time
- Entry level
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Financial Planner
Waverly Advisors, LLC —Lafayette, IN
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Paid holidays
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Associate Wealth Advisor
Waverly Advisors, LLC —Lafayette, IN
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
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AVP Financial Advisor
First Farmers Bank & Trust —Lafayette, IN
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
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Wealth Advisor *See link in job description to apply
Security Federal Savings Bank —West Lafayette, IN
- Computer literacy
- Research
- Mid-level
Managing Director
WealthBridge Financial Group —Lafayette, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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financial planner jobs near lafayette, in

Financial Advisor

Confidential -
Lafayette, IN

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Job Details

Full-time
$60,000 - $80,000 a year
7 days ago

Qualifications

Regulatory compliance
Securities law compliance support experience
Portfolio management advisory services
Investment client management
Financial concepts
Securities law
Experience at securities companies

Full Job Description

Overview

Join the Bison Financial Group in our Corporate Financial Advisor Team. As a financial advisor on this team, you will be assigned a group of clients and regularly be assigned prospects through Bison's internal Business Development Team. The financial advisor will be responsible for growing their assigned client base, servicing their assigned clients, and working towards Corporate Financial Advisor Team goals. This is a salary + incentive position. Some travel is required to meet clients and prospects in-person. This is an in-person position.

Duties

Develop personalized financial plans tailored to each client’s unique needs, including estate planning, tax strategies, and investment management.
Conduct detailed financial analysis using MoneyGuide Pro and Morningstar.
Meet with assigned prospects to take them through Bison's MENTOR benefit.
Maintain strong client relationships through quarterly meetings, proactive communication, updates on market trends, and ongoing support.
Stay current with industry knowledge of financial markets, regulations, and innovative financial products to provide expert advice.
Conduct group meetings sourced and administered by Bison's Business Development Team.

Requirements

Proven experience practicing in the securities industry with a solid understanding of financial concepts and investment management advisory services.
Excellent client communication skills with the ability to explain complex financial concepts clearly and effectively.
Familiarity with securities law, FINRA regulations (Financial Industry Regulatory Authority), and industry compliance standards.
Demonstrated expertise in financial analysis, portfolio management, and investment client management.
Relevant certifications such as Series 7, Series 66, and Health/Life Insurance licenses.

Pay: $60,000.00 - $80,000.00 per year

Work Location: In person

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financial planner jobs in lafayette, in

Financial Advisor

Wealth Management Trainee (IN)

Financial Planner

Associate Wealth Advisor

AVP Financial Advisor

Wealth Advisor *See link in job description to apply

Managing Director

Financial Coach

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