Vice President, Wealth Advisor Greater Indianapolis, IN Area

The Company is seeking a Wealth Advisor to join their team. The successful candidate will be responsible for leading and supporting the management of client engagements, determining appropriate client allocations, and executing a range of investment and planning activities. This includes actively servicing client accounts, initiating and fielding client calls, and assisting with the development and presentation of client financial plans. The role also involves monitoring client investments, preparing for and attending client meetings, and creating proposals for prospective clients. The ideal candidate will have a minimum of 5 years of wealth management experience, a CFP designation, and a strong background in financial planning concepts. Applicants for the Wealth Advisor position at the company should be organized, detail-oriented, and possess excellent communication skills. The role requires the ability to independently manage multiple projects, think creatively, and work effectively as part of a team. A Bachelor's degree in a related field is preferred, and proficiency in Microsoft Office is required. Experience with CRM, portfolio management, and financial planning software is a plus. The candidate should be a reliable team player with a strong work ethic, personal integrity, and a commitment to professional development. Previous supervisory experience and a proven track record of problem-solving and influence/consensus-building skills are also desirable.

Hiring Company

NFP, an Aon company