2mo
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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.
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.
3mo
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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
4w
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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.
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.
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
1d
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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
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.
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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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.
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