Assistant Financial Advisor

Assistant Financial 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

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