Financial Advisor

Job Title: Financial Advisor
Location:
Leo, IN

Workplace Type:
On-site

Job Type:
Full-time

About The Role
We are seeking a highly motivated and client-focused
Financial Advisor
to join our growing team in Leo, IN. This is an excellent opportunity for an experienced financial professional who is passionate about helping clients achieve their financial goals through strategic planning, trusted relationships, and personalized service.

As a
Financial Advisor
, you will work closely with new and existing clients-many of whom come from qualified leads through seminars and referrals-to provide tailored financial strategies, investment guidance, and insurance planning. You will collaborate directly with the
lead Advisor
, assisting in client servicing, plan implementation, and business growth initiatives. This position is ideal for someone who thrives in a relationship-driven environment, takes initiative, and is eager to grow their career in financial planning.

Key Responsibilities

• Develop and maintain long-term relationships with clients, offering financial guidance and education to help them achieve short- and long-term goals.
• Conduct financial planning consultations, preparing and presenting customized financial plans that include investments, insurance, and retirement solutions.
• Assist clients with annuities, life insurance, long-term care, and wealth management strategies.
• Work alongside the main Advisor to service existing client relationships, conduct portfolio reviews, and support overall client satisfaction.
• Engage in outreach and follow-up activities, including proactive calls to schedule client and prospect meetings.
• Participate in public seminars and events, including representing and introducing the main Advisor.
• Leverage company-provided leads (no cold calling required) to grow your book of business.
• Support the team in meeting individual and collective performance goals.
• Maintain accurate client records and ensure compliance with firm and industry standards.

Key Traits & Competencies

• Strong initiative, self-discipline, and motivation to succeed.
• Positive and professional attitude, with excellent interpersonal skills.
• Ability to market and build relationships within the local community.
• Entrepreneurial mindset with the drive to build and maintain a strong client base.
• Persistence and resilience when pursuing business development goals.
• Excellent communication skills, both verbal and written.
• Strong organizational and prioritization abilities, with attention to detail.
• Analytical thinking with solid mathematical and problem-solving skills.

Minimum Qualifications

• Bachelor's degree preferred (in finance, business, or a related field).
• Minimum 3 years of experience in the financial services industry, with a focus on sales or advisory roles.
• Active Life and Health Insurance License and Series 65 required.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Experience with Redtail CRM or similar client management tools is a plus.
• Proven ability to manage multiple client relationships and deliver high-quality service.

Compensation & Benefits

• Competitive salary based on experience.
• Health insurance stipend.
• 401(k) plan.
• Paid time off (PTO).
• Access to qualified, pre-screened leads - no cold calling required.
• Opportunities for professional development, training, and long-term career advancement.

Why Join Us
This is a unique opportunity to join a
reputable, growing financial firm
with a strong client base and supportive culture. You'll have access to quality leads, mentorship from experienced financial professionals, and the resources needed to excel in your advisory career. If you're looking for a role where you can make a meaningful impact on clients' financial futures while advancing your own, we'd love to hear from you.