Private Wealth Advisor Job at The KXN, Indianapolis, IN

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  • The KXN
  • Indianapolis, IN

Job Description

*Private Wealth Management Firm*

The KXN is partnering with a leading private wealth firm in Indianapolis that is looking to add a Private Wealth Advisor to their team!

The Private Wealth Advisor will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This advisor will be responsible for managing existing clients of the firm, providing personalized financial strategies, and building long-term relationships.

Responsibilities:

  • Build and maintain strong client relationships, providing tailored financial advice and ongoing support
  • Conduct client consultations to assess financial situations and recommend personalized strategies
  • Prepare and present comprehensive financial plans covering investment, retirement, tax, estate, business planning, and so much more!
  • Stay up-to-date on financial products, market trends, and regulatory changes
  • Collaborate with internal teams to deliver holistic financial solutions
  • Ensure compliance with all legal and ethical standards in financial planning

Qualifications:

  • Bachelor’s degree in Finance, Accounting, or related field
  • 3-5 years of comprehensive financial planning experience and insurance solutions
  • Proficient in financial planning tools and software
  • CFP required
  • Series 65 OR Series 7 & 63 required
  • Strong analytical and problem-solving skills, with the ability to draft and explain detailed financial plans
  • Excellent organizational, verbal, and written communication skills
  • Local to Indianapolis or willing to relocate

Leadership Characteristics:

  • Strong interpersonal skills with a client-first approach and ability to work cross-functionally
  • Results-driven, adaptable to business demands, and focused on client growth
  • Proven leadership in mentoring and motivating team members
  • Strategic thinker with excellent communication skills, able to explain complex concepts clearly
  • Understand and relate to clients' unique goals, challenges, and concerns, creating a deeper connection and trust.

If you're ready to take the next step in your financial planning career, The KXN is here to help! Submit your resume & apply now! Let’s discover how we can open doors to exciting opportunities by leveraging our extensive network.

Job Tags

Temporary work, Local area, Relocation,

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