... IN is seeking to add a Financial Advisor to our Team. The Financial Advisor will have the ... Prepare, present, and implement customized financial plans * Assist clients with annuities, life ...
... IN is seeking to add a Financial Advisor to our Team. The Financial Advisor will have the ... Prepare, present, and implement customized financial plans * Assist clients with annuities, life ...
Client Services Administrator - Leo, IN
$40K - $70K/yr
... mailings * Assist in setting client appointments Salary: $40,000-$70,000 BOE Benefits: * Health Insurance * 401 K * PTO Hours: Monday - Friday: 8:00 am - 5:00 pm Presented by Advisor Employee ...
Client Services Administrator - Leo, IN
$40K - $70K/yr
... mailings * Assist in setting client appointments Salary: $40,000-$70,000 BOE Benefits: * Health Insurance * 401 K * PTO Hours: Monday - Friday: 8:00 am - 5:00 pm Presented by Advisor Employee ...
Associate Wealth Advisor
Lafayette, IN · On-site
In this role,you'llbe challenged to take on work that upholds our guiding principle and drives ... Collaborates with financial planners and wealth advisors to develop financial plans that assist ...
Associate Wealth Advisor
Lafayette, IN · On-site
In this role,you'llbe challenged to take on work that upholds our guiding principle and drives ... Collaborates with financial planners and wealth advisors to develop financial plans that assist ...
Associate Wealth Advisor
Lafayette, IN · On-site
In this role, you'll be challenged to take on work that upholds our guiding principle and drives ... Collaborates with financial planners and wealth advisors to develop financial plans that assist ...
Associate Wealth Advisor
Lafayette, IN · On-site
In this role, you'll be challenged to take on work that upholds our guiding principle and drives ... Collaborates with financial planners and wealth advisors to develop financial plans that assist ...
Wealth Management Associate - Retirement Benefits Group - IN, Indianapolis (3184)
Nora, IN · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... PLANNER™ (CFP ® ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own ...
Wealth Management Associate - Retirement Benefits Group - IN, Indianapolis (3184)
Nora, IN · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... PLANNER™ (CFP ® ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own ...
Advancement Assistant
$40K - $46K/yr
... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ... Advancement Assist with the scheduling and managing of volunteers Provide event logistics ...
Advancement Assistant
$40K - $46K/yr
... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ... Advancement Assist with the scheduling and managing of volunteers Provide event logistics ...
Philanthropy Officer
$65K - $75K/hr
Assess and advance opportunities for non-cash gifts such as donor-advised funds, IRA qualified ... Support and participate in donor cultivation events, exhibition openings, tours, and other ...
Philanthropy Officer
$65K - $75K/hr
Assess and advance opportunities for non-cash gifts such as donor-advised funds, IRA qualified ... Support and participate in donor cultivation events, exhibition openings, tours, and other ...
Philanthropy Officer
Indianapolis, IN · On-site
$65K - $75K/yr
Assess and advance opportunities for non-cash gifts such as donor-advised funds, IRA qualified ... Support and participate in donor cultivation events, exhibition openings, tours, and other ...
Philanthropy Officer
Indianapolis, IN · On-site
$65K - $75K/yr
Assess and advance opportunities for non-cash gifts such as donor-advised funds, IRA qualified ... Support and participate in donor cultivation events, exhibition openings, tours, and other ...
Position: Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Quick apply
Position: Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth Opportunities: Yes ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth Opportunities: Yes ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Advancement Assistant
Indianapolis, IN · On-site
Advancement Assistant HVAF of Indiana, Inc. provides housing, employment, and basic needs ... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ...
Advancement Assistant
Indianapolis, IN · On-site
Advancement Assistant HVAF of Indiana, Inc. provides housing, employment, and basic needs ... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ...
Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth Opportunities: Yes ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Service Apprentice Advisor Schedule: Full-time (40 hours/week) Internal Growth Opportunities: Yes ... Provide exceptional customer service and support both in-person and over the phone. * Assist with ...
Advancement Assistant
Indianapolis, IN · On-site
$40K - $46K/yr
... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ... of Advancement • Assist with the scheduling and managing of volunteers • Provide event ...
Advancement Assistant
Indianapolis, IN · On-site
$40K - $46K/yr
... an interest in philanthropy, and be an enthusiastic team-player. Principal Duties and ... of Advancement • Assist with the scheduling and managing of volunteers • Provide event ...
Student - Marketing & Communications Intern
Hammond, IN · On-site
$15.25 - $20/hr
... Philanthropy Day * Assist the Communications Committee with the Be the Cause fundraising campaign - a chapter initiative engaging board members in giving * Help coordinate event logistics and ...
Student - Marketing & Communications Intern
Hammond, IN · On-site
$15.25 - $20/hr
... Philanthropy Day * Assist the Communications Committee with the Be the Cause fundraising campaign - a chapter initiative engaging board members in giving * Help coordinate event logistics and ...
... in the VERO platform. The Qualification Advisor is a representative of VERO and the owner clients and will assist the contractors through the qualification process to ensure owner clients are ...
... in the VERO platform. The Qualification Advisor is a representative of VERO and the owner clients and will assist the contractors through the qualification process to ensure owner clients are ...
Academic Advisor
West Lafayette, IN · On-site
$40K - $49K/yr
Advisors are dedicated to empowering students to be active responsible learners while guiding ... Empower students to be active responsible learners and assist them in making well-informed ...
Academic Advisor
West Lafayette, IN · On-site
$40K - $49K/yr
Advisors are dedicated to empowering students to be active responsible learners while guiding ... Empower students to be active responsible learners and assist them in making well-informed ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
This role requires deep expertise in trusts, tax optimization, asset protection, and wealth ... Chartered Financial Consultant (ChFC) (preferred) Skills * Strong knowledge of trusts, estate ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
This role requires deep expertise in trusts, tax optimization, asset protection, and wealth ... Chartered Financial Consultant (ChFC) (preferred) Skills * Strong knowledge of trusts, estate ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
This role requires deep expertise in trusts, tax optimization, asset protection, and wealth ... Chartered Financial Consultant (ChFC) (preferred) Skills * Strong knowledge of trusts, estate ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
This role requires deep expertise in trusts, tax optimization, asset protection, and wealth ... Chartered Financial Consultant (ChFC) (preferred) Skills * Strong knowledge of trusts, estate ...
Safety Advisor (Construction)
Fishers, IN · On-site
Facilitate and implement safety pre-planning activities for various projects * Assist in the ... Philanthropy Safety Awards Quality Control Services 2022 Meyer Najem. All Rights Reserved.
Safety Advisor (Construction)
Fishers, IN · On-site
Facilitate and implement safety pre-planning activities for various projects * Assist in the ... Philanthropy Safety Awards Quality Control Services 2022 Meyer Najem. All Rights Reserved.
We value diversity in our thoughts, business, and within our employees and clients. Our Wealth ... Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both ...
We value diversity in our thoughts, business, and within our employees and clients. Our Wealth ... Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both ...
Assistant Chartered Advisor In Philanthropy information
What is the difference between Assistant Chartered Advisor In Philanthropy vs Financial Advisor?
| Aspect | Assistant Chartered Advisor In Philanthropy | Financial Advisor |
|---|---|---|
| Credentials | Typically requires specialized certifications in philanthropy and financial planning | Requires certifications like CFP or Series 7 |
| Work Environment | Works with high-net-worth clients on charitable giving and estate planning | Provides investment and financial planning advice to a broad client base |
| Industry Usage | Primarily in nonprofit, wealth management, and philanthropic sectors | In banking, investment firms, and independent financial planning |
The Assistant Chartered Advisor In Philanthropy focuses on advising clients on charitable giving and estate planning, often within wealth management firms. In contrast, a Financial Advisor provides comprehensive financial planning and investment advice across various financial products. Both roles require financial certifications but differ in their primary focus and client engagement.
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What job categories do people searching Assistant Chartered Advisor In Philanthropy jobs in Indiana look for? The top searched job categories for Assistant Chartered Advisor In Philanthropy jobs in Indiana are:
What cities in Indiana are hiring for Assistant Chartered Advisor In Philanthropy jobs? Cities in Indiana with the most Assistant Chartered Advisor In Philanthropy job openings:
Full-time
Medical, Life, Retirement
Re-posted 13 days ago
Job description
Financial Advisor
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
- Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist the main Advisor with meeting individual and team goals
- No cold calls; we provide access to the best leads
Salary:
Based on experience
Benefits:
- Health Insurance Stipend
- 401k
- PT0
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!