ZipRecruiter

Log In

1

1099 Financial Advisor Jobs in Indiana (NOW HIRING)

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial ... Flexible 1099 or W2 options * Remote/hybrid flexibility * Benefits available for W2 employees

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$70K - $150K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Crown Point, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

next page

Showing results 1-20

All Jobs1099 Financial Advisor Jobs1099 Financial Advisor Jobs in Indiana

1099 Financial Advisor information

What are the key skills and qualifications needed to thrive as a 1099 financial advisor, and why are they important?

To thrive as a 1099 Financial Advisor, you need a strong understanding of financial planning, investment strategies, and relevant regulations, typically backed by a bachelor’s degree and required licenses such as Series 7 and Series 66/65. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential for serving clients effectively. Excellent interpersonal skills, self-motivation, and proactive communication help you build a robust client base and maintain long-term relationships. These skills and qualities are crucial for delivering effective financial guidance, growing your independent practice, and ensuring client trust and compliance.

What is a 1099 financial advisor?

A 1099 Financial Advisor is an independent contractor who provides financial planning and investment advice to clients but is not classified as an employee of a firm. Instead, they receive compensation via IRS Form 1099, typically for commissions or fees, and are responsible for handling their own taxes and business expenses. This arrangement allows for greater flexibility and autonomy in running their practice, but also means they do not receive benefits like health insurance or retirement plans from a company.

Are 1099 financial advisors employees?

1099 financial advisors are independent contractors, not employees. They typically work on a commission or fee basis and are responsible for their own taxes and expenses, unlike W-2 employees who have taxes withheld and receive employee benefits.

What are some common challenges faced by 1099 financial advisors when building their client base?

As a 1099 Financial Advisor, one of the main challenges is establishing and growing a client base without the direct support of a firm's marketing or lead generation resources. Advisors must actively network, market their services, and build trust with potential clients, often relying on referrals and local outreach efforts. Additionally, since 1099 advisors operate independently, they must also manage compliance, administrative tasks, and ongoing client service, which can be time-consuming but essential for long-term growth and retention.
What are popular job titles related to 1099 Financial Advisor jobs in Indiana? For 1099 Financial Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching 1099 Financial Advisor jobs in Indiana look for? The top searched job categories for 1099 Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for 1099 Financial Advisor jobs? Cities in Indiana with the most 1099 Financial Advisor job openings:
1099 Financial Advisor jobs near you

Financial Advisor

MBC Talent Connections

Fort Wayne, IN • On-site, Remote

$90K - $120K/yr

Full-time

Re-posted 14 days ago

Job description

Senior Financial Advisor - Remote/HybridOpportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

  • Greater control over income
  • More time focused on client relationships
  • Less administrative responsibility
  • Resources to support continued growth
Responsibilities
  • Manage and grow an existing client base
  • Build and maintain long-term relationships with high-net-worth clients
  • Develop personalized financial strategies
  • Identify opportunities to expand client relationships
  • Focus on higher-value advisory services
Qualifications
  • 10+ years of wealth management experience
  • Active Series 7 license required
  • Series 66 preferred
  • Established book of business preferred
  • Strong client relationship and communication skills
  • Growth-focused and entrepreneurial mindset
What's Offered
  • 65% payout structure
  • Flexible 1099 or W2 options
  • Remote/hybrid flexibility
  • Benefits available for W2 employees
  • Transition and sign-on support
  • Strong operational and back-office support
  • Ability to focus on growing your advisory practice
Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.