What are the responsibilities and job description for the Senior Financial Advisor position at Omega Wealth Private Capital, LLC?
Senior Financial Planner (Retirement Planning) – Indianapolis
If you're a retirement-planning advisor who wants more time across the table from clients and less time chasing your next appointment, this role was built for you.
About Omega Wealth Private Capital
Omega Wealth Private Capital is a fiercely independent retirement planning firm built on a simple idea: your only agenda is the client's agenda. No condescending Wall Street jargon — just plain language and honest analysis that helps clients understand what they own and why they own it. As an independent firm, we have access to a wide range of vetted financial instruments and the freedom to build strategies that actually fit the household in front of us. That independence gives you a documented, repeatable planning process to deliver advice — not a product script to reinvent for every client.
We're hiring a Senior Financial Planner in Indianapolis to deliver written retirement plans for pre-retirees and retirees. You'll step into qualified, scheduled appointments generated by an active marketing operation, backed by service and operations support that keeps implementation moving after the recommendation is made.
Compensation: Base Salary Commissions
What you'll do
- Lead discovery and planning meetings with clients, typically ages 50–75
- Build and present written plans covering income, investments, and protection
- Maintain a consistent planning, follow-up, and review process — because we don't set and forget financial plans
- Partner with service and operations for a smooth experience from onboarding through reviews
- Grow into a lead advisor role as the Indianapolis office expands
Required
- Active Life & Health insurance license
- Active Series 65 or 66
- Prior success in retirement planning and client-facing plan presentation
- Strong consultative communication skills
- Comfort incorporating annuities and insurance within a holistic planning process
- Experience in an appointment-driven or inbound-lead environment
Preferred
- CFP® designation or current pursuit
If you're ready for a role where the calendar is supported, the process is defined, and your upside grows with the firm — apply now and let's talk about your next chapter.