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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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Financial representative
Hendricks County, Indiana, United States
FieldFull Time
Ability to obtain/hold life insurance license, SIE, Series 6 and/or 7, Series 63; pass background and regulatory checks; customer-focused and results driven.
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
3w
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Financial Representative - Seeking Growth
Indianapolis or United States
$97k-$192k/yr HybridFull Time
Requires or willingness to quickly obtain SIE and life/health licensing; strong sales orientation, team spirit, leadership potential, and willingness to recruit and develop others. Training and mentorship provided.
2w
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Financial Advisor
Carmel, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; CFP support offered; legal US work authorization required.
23h
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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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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
1w
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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.
3mo
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Senior Retirement Plan Consultant
Indianapolis or Covington
$80k-$120k/yr RemoteFull Time
5+ YOE5+ years B2B sales, knowledge of retirement products, strong prospecting, and outbound calling; able to work independently; strong relationship skills; FINRA Series 6, 63, and SIE or willing to obtain; valid driver’s license.
4w
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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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Financial Advisor - Fortville, IN - Market 10, Region 255
Fortville, Indiana, United States
$45k-$100k/yr OnsiteFull Time
Build and grow a client-focused advisory practice; bachelor's degree preferred or equivalent experience; obtain SIE, Series 7 and Series 66 and state insurance licenses; sales/financial services experience and strong relationship, communication, and critical thinking skills.
4w
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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
1w
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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