Financial Advisor

Indianapolis, IN, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

At First Horizon, we are looking for a Financial Advisor to join our team. This role is perfect for someone with an entrepreneurial spirit and excellent financial and consulting skills. The ideal candidate has the ability to develop relationships with clients, understand their individual financial needs, and provide tailored solutions. If you have a passion for helping others achieve their financial goals, and the qualifications outlined below, this could be the opportunity for you!Required Qualifications:• Bachelor’s degree in finance, economics, accounting, or related field• Proven experience in financial advising, financial planning, or other related fields• Excellent knowledge of financial products and services• Ability to develop client relationships and provide tailored solutions• Analytical and problem-solving skills• Proficient in the use of computers and modern technology• Strong communication, interpersonal, and customer service skills• Professional attitude and appearance• Current FINRA Series 7 & 66 licenses (or willingness to obtain)

Responsibilities: • Develop relationships with clients to understand their financial needs and provide tailored solutions • Maintain knowledge of financial products and services • Utilize analytical and problem-solving skills to make sound financial decisions • Communicate effectively with clients to meet their needs • Stay up to date with technological advancements related to financial services • Adhere to FINRA regulations and industry standards • Monitor and manage client portfolios • Prepare financial reports and presentations • Ensure accuracy and timely completion of all financial transactions • Build and maintain a professional attitude and appearance • Maintain a current understanding of industry trends and regulations

Where is this job?

This job is located at Indianapolis, IN, USA

Job Qualifications

Strong Communication And Interpersonal Skills
Bachelor's Degree In Finance
Analytical And Problem-Solving Skills
Accounting Or Economics
Ability To Build Relationships With Clients
Understanding Of Financial Markets And Regulations
Proven Track Record Of Success In Financial Services
Proficiency In Financial Software And Tools
Cfp Or Other Relevant Financial Certification

Required Skills

Risk Management
Financial Analysis
Financial Planning
Cash flow analysis
Investment Management
Regulatory compliance
Market analysis
Asset allocation
Client communication
Retirement planning
Estate Planning
Tax Planning
Debt Management
Insurance Planning
Portfolio Construction

Soft Skills

Communication
Leadership
creativity
Organization
self-motivation
flexibility
Teamwork
Problem-Solving
Time-Management
Critical-thinking

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Indianapolis, IN, USA is $55,000 to $90,000 per year. This salary range may vary depending on the experience, qualifications, and responsibilities of the Financial Advisor.

Additional Information

First Horizon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJune 27th, 2023

Apply BeforeJuly 8th, 2026

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