40 cfp jobs at 18 companies in Indiana
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Regional Sales Manager
Michigan or Indiana or Ohio or Pennsylvania or New York or Maine or New Hampshire or Massachusetts or Connecticut or Rhode Island or Maryland or District of Columbia or Delaware or Vermont
$107k-$135k/yr FieldFull Time
5+ YOEBachelor's degree, 5+ years sales experience in hydraulics/pneumatics selling to OEMs/distributors, CFPS preferred; extensive travel (50%+).
Salesforce
3mo
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Key Private Bank Estate Planning Advisor
Elkhart, Indiana, United States
$116k-$216k/yr HybridFull Time
10+ YOE10+ years estate planning, wealth management, or tax advisory experience for high-net-worth clients; bachelor's degree; CFP/JD/ChFC preferred.
2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
2mo
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Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN
Gary, Indiana, United States
$58k-$94k/yr RemotePart Time
3+ YOEPart-time remote Personal Financial Counselor with 3+ years financial counseling; US citizen; degree or equivalent; AFC/CFP/ChFC certifications; Driver License required.
1mo
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Financial Planning Specialist II
Urbana or Naperville or Kansas City or St. Louis or Tomahawk or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$64k-$80k/yr OnsiteFull Time
2+ YOEBachelor's in finance required, 2+ years financial planning experience, CFP required or ability to sit for exam, proficiency with Microsoft Office and Smartsheet, strong communication and analytical skills.
Microsoft Office, Smartsheet
3mo
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Executive Director, Private Banking
Columbus or Warren or Fishers or Bellevue or Independence
OnsiteFull Time
15+ YOE15+ years in financial services; wealth management/private banking leadership; CTFA, CFP, FINRA SIE, Series 6, Series 7 licenses; bachelor's and master's degrees.
Microsoft Office, Wealth Management software
1w
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Senior Financial Advisor
Munster, Indiana, United States
HybridFull Time
5+ YOEBachelor's in finance/economics/business, 5+ years advising experience, strong investment and planning knowledge, client development skills, excellent communication and ethics; CFP/CFA preferred.
2mo
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Managing Advisor, Wealth Advisory - Indianapolis, Indiana, United States
Indianapolis, Indiana, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years financial planning experience; required designation: CFP, CPA, CTFA, or JD; experience with financial, retirement, investment, education, and estate planning; business development skills.
1mo
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Associate Wealth Advisor
Lafayette, Indiana, United States
OnsiteFull Time
2+ YOEBachelor's in Finance/Business/Economics required; CFA/CFP/CPA designation; 2–5 years financial services experience; proficiency with eMoney and CRM (Salesforce); strong communication and attention to detail.
eMoney, Right Capital, Money Guide Pro, Salesforce, Microsoft Office, Schwab, Fidelity, Pershing, TradePMR
1w
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Senior Wealth Advisor - Hybrid
Noblesville or Oakland
$275k/yr HybridFull Time
5+ YOEMinimum 5 years financial services experience, 3 years planning-based advising, FINRA Series 65 or Series 7 and 66, CFP preferred, proficient with Microsoft Office and SalesForce.
Microsoft Office, SalesForce
1w
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Financial Planner
Indiana, United States
$87k-$131k/yr RemoteFull Time
2+ YOEBachelor's degree in finance, CFP designation, FINRA Series 6 or 7, state Life & Health license, and two years of financial services experience specializing in financial planning. Driver's license required.
NaviPlan, InvestCloud, Profiles, Money Guide Pro
5d
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Senior Regional Manager, Schwab Wealth Advisory
Indianapolis, Indiana, United States
$185k-$245k/yr OnsiteFull Time
5+ YOE2+ MgmtRequires CFP or CFA designation, bachelor's degree, Series 7, Series 66, and Series 9/10 licenses, plus 5+ years in financial services; 2+ years of supervisory experience preferred.
2mo
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Director, Wealth Advisory
Indianapolis, Indiana, United States
OnsiteFull Time
10+ YOE10+ MgmtBachelor's degree required; 10+ years leading wealth management for high-net-worth families; must hold CFP, CPA, CTFA, or JD; strong client service, communication, and project oversight skills.
3w
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Fire Safety and Emergency Preparedness/Response Specialist
Jeffersonville, Indiana, United States
OnsiteFull Time
5+ YOE5+ years fire safety and emergency response experience in manufacturing, knowledge of NFPA/OSHA, CFPS or CSP preferred, bachelor's in safety or related preferred, leadership and training skills, proficiency with safety software and Microsoft Office.
Microsoft Office
4w
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Wealth Management Consultant
Ohio or Indiana or Tennessee
$80k-$125k/yr RemoteFull Time
5+ YOE5+ years financial services sales experience; Series 6 or 7, Series 63 and state life insurance license; bachelor's preferred; advanced designations (CLU, ChFC, CFP) preferred; strong communication and presentation skills.
1mo
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Field Sales Director – Independent Brokerage Channel
United States or California or Indiana or Maine or New York or Indianapolis or Charlotte or Cincinnati
$125k-$200k/yr RemoteFull Time
3+ YOE3+ years external wholesaling/field sales/business development or financial services sales; bachelor's preferred; professional designations (CLU, ChFC, CFP, RICP) preferred; strong presentation and relationship skills; ability to travel ~50–60%.
LEAP, Wealth Building Cornerstones
1mo
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Wealth Advisor I (IN, Greenfield)
Greenfield, Indiana, United States
OnsiteFull Time
2+ YOECFP or CFA in good standing, Bachelor's in finance-related field, minimum 2 years leading client relationships in financial planning/wealth management, strong communication and financial planning knowledge, valid driver's license if driving required.
5d
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College Financial Representative, Internship Program
Carmel, Indiana, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambition, campus involvement, time-management skills, and interest in financial literacy and planning tools.
Series 6, Series 63, CFP, SIE
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Spring Street
New Albany or Lexington
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor’s preferred.
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