{"schemaVersion":"jobsearcher.job.v1","id":"d5da26eae62ed31c1955dc10","url":"https://jobsearcher.com/jobs/d5da26eae62ed31c1955dc10","canonicalUrl":"https://jobsearcher.com/jobs/d5da26eae62ed31c1955dc10","title":"Financial Advisor","description":"Job DescriptionYou can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Location: New Albany, IndianaSchedule: Monday - Friday 9 am - 5 pm (some exceptions)Salary: $60K - $90K + bonus - total comp up to $150KCompany: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 supportServe as the primary point of contact for clients, maintaining high standards of communication and relationship managementAnalyze client financial needs and develop tailored investment and savings strategiesConduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trendsCollaborate with internal teams to ensure seamless onboarding and service deliveryStay current on xuwmhxw financial regulations, retirement planning laws, and industry best practicesQualifications:Minimum of 3 years of experience in financial advising, wealth management, or a related fieldDemonstrated expertise in 401K plans and business retirement solutionsMust have either a Series 65 license OR a Series 66 AND Series 7 licensesMust be open to attaining a CFP in the first 12 monthsStrong analytical and problem-solving skills with a proven track record of success in client-facing rolesExcellent communication and interpersonal skills","company":"Invictus Direct","rawCompany":"invictus direct","city":"Floyds Knobs","state":"IN","isRemote":false,"isActive":false,"createdAt":"2026-10-15T11:45:06.732Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Advisor","description":"Job DescriptionYou can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Location: New Albany, IndianaSchedule: Monday - Friday 9 am - 5 pm (some exceptions)Salary: $60K - $90K + bonus - total comp up to $150KCompany: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 supportServe as the primary point of contact for clients, maintaining high standards of communication and relationship managementAnalyze client financial needs and develop tailored investment and savings strategiesConduct regular portfolio reviews and adjustments to ensure alignment with client goals and market trendsCollaborate with internal teams to ensure seamless onboarding and service deliveryStay current on xuwmhxw financial regulations, retirement planning laws, and industry best practicesQualifications:Minimum of 3 years of experience in financial advising, wealth management, or a related fieldDemonstrated expertise in 401K plans and business retirement solutionsMust have either a Series 65 license OR a Series 66 AND Series 7 licensesMust be open to attaining a CFP in the first 12 monthsStrong analytical and problem-solving skills with a proven track record of success in client-facing rolesExcellent communication and interpersonal skills","datePosted":"2026-10-15T11:45:06.732Z","dateModified":"2026-10-15T11:45:06.732Z","hiringOrganization":{"@type":"Organization","name":"Invictus Direct","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Floyds Knobs","addressRegion":"IN","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"d5da26eae62ed31c1955dc10"},"url":"https://jobsearcher.com/jobs/d5da26eae62ed31c1955dc10"}}