Location: all cities,IN, USA
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. This position is a salary + incentive position that is works in conjunction with an internal partnership.
This position would be a part of a larger internal partnership that is actively growing its client base. This position is supported by both an internal Business Development Team and Operations Support Team. The position will be asked to grow and service the assigned book of clients. Additionally, the position will be asked to meet with assigned prospects, sourced by the Business Development Team.
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