What are the responsibilities and job description for the Financial Advisor Assistant position at Artistry Wealth?
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.