3mo
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Merrill Performance Coach
New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
2d
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Financial Representative - Seeking Growth
Indianapolis, Indiana, United States
$97k-$192k/yr HybridFull Time
Requires active or quickly obtainable SIE and life/health licensing, team-oriented and competitive mindset, willingness to recruit and develop others, strong interpersonal skills.
1w
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Financial Services Representative (Investments & Retirement) - Fishers, IN
Fishers, Indiana, United States
$60k-$100k/yr OnsiteFull Time
Life & Health license required; ability to obtain SIE, Series 6, 63, 65; strong communication, integrity, and growth mindset; licensing support provided.
2mo
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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
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomington, IN
Bloomington, Indiana, United States
OnsiteFull Time
Licensing: Series 7 (active or within 120 days), Securities Industry Essentials (SIE) if registered after 2018, Series 66 (63/65) and Life & Health Insurance licenses within 120 days.
3w
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Associate Financial Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
1+ YOE1+ year client-service or financial services experience; bachelor’s degree preferred; progress toward SIE/Series/CFP encouraged; strong client service, communication, attention to detail, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Redtail, Holistiplan, Wealthbox
5d
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Associate, Alternative Investments
Chicago or Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
2+ YOE2+ years alternative investments or asset/wealth management experience; strong analytical, communication, and Excel/PowerPoint skills; experience reviewing SEC filings; willingness to pursue SIE/Series7/63; ability to travel.
Microsoft Excel, Microsoft PowerPoint, DocuSign
2w
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Financial Services Representative
Indianapolis, Indiana, United States
$25/hr HybridFull Time
Customer-service oriented candidate comfortable answering inbound calls, building trust, problem-solving, and working varied shifts; bachelor\u0002s degree preferred; training provided to earn SIE and FINRA Series licenses.
1mo
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Relationship Manager Development Program - Global Commercial Banking (Middle Market) Indianapolis, IN
Indianapolis, Indiana, United States
OnsiteFull Time
10+ YOE10+ years sales experience; obtain SIE, Series 7 and 63 within 180 days; strong business development, analytical and communication skills; ability to read audited and unaudited financial statements; undergraduate degree preferred.
2mo
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Relationship Executive-Diversified Industries Discipline–Executive Director
Indianapolis or Chicago or New York or Los Angeles or Charlotte or Washington or San Francisco or Austin
OnsiteFull Time
8+ YOE8+ years lending/credit experience; knowledge of Commercial Banking products; strong relationship management; able to meet sales goals; FINRA Series 79, 63 and SIE licenses required or must obtain within 180 days.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 licenses within required timeframes; sales-oriented with client relationship, time management, and regulatory due diligence skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
1w
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yr FieldFull Time
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
Salesforce
3w
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Support Advisor
Indianapolis, Indiana, United States
$55k-$80k/yr OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
1+ YOE1–3 years client service or financial services experience, bachelor's degree preferred, progress toward industry credentials (SIE, Series 65/66, Series 7, CFP) preferred, strong client service, communication, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Redtail, Holistiplan, Wealthbox
1mo
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Branch Operations Manager
Greenwood, Indiana, United States
OnsiteFull Time
3+ YOE1+ MgmtManage branch operations, ensure compliance, supervise operations staff; bachelor's degree plus 3 years financial services experience (or equivalent); required FINRA registrations (SIE, Series 7/9/10/63/65/66) and supervisory experience.
1mo
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Private Client Banker
Indianapolis, Indiana, United States
$25-$38/hr OnsiteFull Time
Sales-focused banker for clients with up to $2M in investable assets; requires FINRA S6, S63, SIE and life & health insurance licenses upon hire, high school diploma (BA preferred), sales/relationship experience, Microsoft Office proficiency, and valid driver’s license.
Microsoft Windows, Microsoft Word, Microsoft Excel
2w
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Field Development Supervisor - Indianapolis, IN.
Indianapolis or Denver
$65k/yr FieldFull Time
3+ YOEActive life and health license, 3+ years field experience selling insurance products, required FINRA registrations (SIE, Series 6/7, 63, 65/66, 24/26 per timelines), ability to travel up to 65% and work from an office as needed.
Salesforce, Microsoft Office
1mo
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Private Client Banker
Shelbyville, Indiana, United States
$25-$38/hr OnsiteFull Time
Experience developing customer relationships, meeting sales goals, and building referral sources; HS/GED required (Bachelor's preferred); FINRA S6, S63, SIE and Life & Health Insurance licenses upon hire; working knowledge of Microsoft Office and digital platforms; valid driver’s license.
Microsoft Windows, Microsoft Office, Microsoft Word, Microsoft Excel
1mo
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Relationship Banker SB - Indianapolis/Greenwood Areas - Indy Southeast
Indianapolis or Greenwood
OnsiteFull Time
1+ YOE1+ year sales experience in retail banking or financial services, high school/GED, SIE/Series 6/state registration/Life licenses required (unlicensed applicants must obtain within 180 days), ability to work branch hours including weekends and some evenings, NMLS registration required for loan originators.
Chase Mobile App, Chase.com, ATMs, National Mortgage Licensing System and Registry (NMLS)