About this opportunity
Invictus Direct lists this Financial Advisor (Floyd County) opportunity in floyd county, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Location: New Albany, Indiana Schedule: Monday - Friday 9 am - 5 pm (some exceptions)
Salary: $60K - $90K + bonus - total comp up to $150K
Company:
Our client is a trusted partner to businesses and individuals seeking tailored financial planning, retirement solutions, and investment guidance. With decades of industry experience, they provide comprehensive financial strategies that prioritize long-term growth, client education, and fiduciary responsibility. Their focus lies in delivering highly customized wealth management services through a client-first approach, particularly in the area of retirement and workplace savings plans.
Description:
Our client is seeking an experienced and client-focused Financial Advisor with a specialized background in 401K business and retirement planning. The ideal candidate will bring at least 3 years of experience in wealth management or financial advising, combined with strong analytical capabilities and a passion for helping clients secure their financial futures. This is a client-facing role that requires excellent interpersonal skills, strategic thinking, and a solid understanding of retirement plans and investment products.
Advise individuals and business clients on retirement planning, with a strong emphasis on 401K plan design, implementation, and ongoing support
Serve as the primary point of contact for clients, maintaining high standards of communication and relationship management
Analyze client financial needs and develop tailored investment and savings strategies
Conduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trends
Collaborate with internal teams to ensure seamless onboarding and service delivery
Stay current on financial regulations, retirement planning laws, and industry best practices
Qualifications:
Minimum of 3 years of experience in financial advising, wealth management, or a related field
Demonstrated expertise in 401K plans and business retirement solutions
Must have either a Series 65 license OR a Series 66 AND Series 7 licenses
Must be open to attaining a CFP in the first 12 months
Strong analytical and problem-solving skills with a proven track record of success in client-facing roles
Excellent communication and interpersonal skills
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.