Senior Planner

OneAdvocate Financial gives securities-licensed advisors access to an integrated platform that covers every dimension of a client's financial life, ranging from health, wealth, protection, and legacy and is backed by a corporate account pipeline that is already open and waiting.ABOUT ONEADVOCATE FINANCIALOneAdvocate Financial is an Indianapolis-based financial architecture firm that integrates three disciplines most firms treat as separate businesses: health benefits, 401(k) retirement planning, and payroll processing, all under one roof. We restructure how employers fund employee benefits, free significant capital, and redeploy it into comprehensive financial wellness for every employee through our proprietary SHAPE framework.Our model is not benefits consulting. It is financial architecture and it produces a level of integrated client advice that most financial professionals have never had access to before. No other firm in the country operates at this depth across all three pillars.THE OPPORTUNITYAs a Senior Planner at OneAdvocate Financial, you will serve as the strategic financial lead for a defined book of corporate client accounts. You are the advisor who ties it all together by coordinating with business owners on the benefits architecture OneAdvocate is implementing, directing Associate Planners on employee-level enrollment, and delivering comprehensive investment and financial planning to both business owners and their employees.This is the role for the financial professional who has always believed their clients deserve more than a product but rather a complete financial strategy. At OneAdvocate, you have the platform, the product access, and the corporate infrastructure to deliver exactly that.You will also have access to our 15 CFP’s and 6 CFA’s who collectively manage over $9 billion in assets. The expertise around you is designed to help you take your career to the next level.WHAT YOU'LL DOYour work sits at the intersection of corporate strategy and individual financial planning. No two days are identical.At the Corporate Account Level:Coordinate directly with business owners on the benefits architecture OneAdvocate is implementing for their company; serving as the senior relationship lead for each corporate account.Oversee the employee enrollment process in collaboration with Associate Planners, providing real-time client feedback and guidance to help them develop their craft and deliver consistent client experiences.Conduct annual corporate account reviews, assessing plan performance, employee engagement, and opportunities to expand the financial wellness strategy across the organization.At the Individual Planning Level:Deliver comprehensive investment and financial planning to business owners and qualifying employees; incorporating securities, retirement, life insurance, health strategy, and income protection into a single, coherent plan.Serve high-net-worth individuals through OneAdvocate's Private Client Group, providing sophisticated planning across wealth accumulation, legacy, and tax-efficient strategies using the full breadth of your securities licensing.Build and maintain long-term advisory relationships with clients at every stage of their financial lives ranging from early career employees to established business owners planning their exit.Utilize the SHAPE framework as the organizing structure for every client engagement: Health, Assets, Protection, and Engagement delivered as one integrated strategy, not a menu of disconnected products.Within the OneAdvocate Team:Provide real-world mentorship to Associate Planners through joint client meetings offering post-meeting feedback on client communication, plan recommendations, and SHAPE framework delivery.Collaborate with leadership on account strategy, product positioning, and the continuous improvement of the OneAdvocate client experience.Stay current on securities regulations, financial planning best practices, carrier offerings, and industry developments that affect client outcomes.COMPENSATION & EARNING STRUCTUREFirst-Year Earning Potential: Senior Planners who engage their corporate accounts and deliver across the full planning spectrum consistently earn $80,000–$120,000 in their first year. Earnings are uncapped. Top performers and those serving Private Client Group accounts significantly exceed this.This is a performance-based, 1099 independent contractor engagement. Your income reflects the depth and breadth of the advice you deliver and the relationships you build. You are not prospecting cold. You are stepping into an established corporate account structure with relationships already in place and a pipeline of individuals who need exactly what you are qualified to provide.What Drives Your IncomeCommissions on securities, investment, and financial planning engagementsCommissions on insurance, life, and employee benefits products placedPrivate Client Group engagements with high-net-worth individualsRecurring revenue from long-term client relationships across corporate accounts Why It Works HereYour securities licenses unlock income streams most planners at other firms never accessEvery corporate account contains dozens of individual planning opportunitiesAccess to HNW clients is built into the platform, not something you have to prospect forYou are embedded in the employer's benefits program. Clients don't leave the relationship LICENSING & QUALIFICATIONSRequired: Active Series 6 and Series 65 (or Series 66) securities licenses are required for this role. Additional securities licenses (Series 7, Series 63, or others) are a meaningful advantage. Active Indiana Life & Health Insurance license is also required or must be obtained within 90 days of engagement start.We recognize that the depth of your financial knowledge extends well beyond the licenses you hold. Senior Planners who bring advanced professional credentials and designations will find that OneAdvocate's platform is uniquely suited to put that expertise to full use across health, wealth, protection, and legacy in a way that most advisory firms simply cannot match.Additional qualifications that position you well for this role:1–5+ years of experience in financial services, wealth management, insurance, or financial planning at any level of seniorityDemonstrated ability to build trusted client relationships and deliver comprehensive financial advice across multiple disciplinesExperience with investment planning, retirement strategies, and securities products — and the ability to explain them in plain languageComfort working within a defined planning framework while bringing your own expertise and judgment to client engagementsExperience in a team environment where collaboration and peer feedback are part of the cultureAdvanced professional credentials and designations are welcomed and valued — this platform is built to make full use of themWHAT WE'RE LOOKING FORTechnical credentials open the door. These qualities determine whether you thrive here:Holistic by nature: You believe a client's financial life is one story, not a collection of separate products. Health, wealth, protection, and legacy belong in the same conversation.Advisor, not salesperson: You build plans. You earn trust. You think long-term. The commission follows the advice. Not the other way around.Collaborative leader: You are willing to work alongside Associate Planners in client meetings, share what you know, and hold yourself to the standard you expect of others.High integrity: You represent clients, and our firm, with the same professionalism whether or not anyone is watching.Coachable and curious: You bring expertise and you remain open to a framework that may do things differently than you are used to. The best advisors here combine both.Performance-oriented: You are motivated by the direct relationship between the quality of your advice and the income you earn. Accountability is not a threat to you, it is a feature.WHERE THIS ROLE CAN TAKE YOUThe Senior Planner role is designed for growth. As you deepen your corporate account relationships, expand your Private Client Group engagement, and develop your expertise across the SHAPE platform, defined advancement paths open:Corporate Account Leadership: serving as the primary strategic relationship manager for major employer accounts at the business-owner levelPrivate Client Group Specialization: dedicated focus on high-net-worth planning, legacy strategies, and sophisticated wealth management engagementsHOW TO APPLYIf you are a securities-licensed financial professional who is ready to put your full expertise to work — across every dimension of a client's financial life — we want to hear from you.Submit your resume and a brief note on what draws you to this model. Applications are reviewed on a rolling basis. Apply Online oneadvocatefinancial.com/careers Email Your Resume jamescurtis@oneadvocatefinancial.com