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Assistant Chartered Advisor In Philanthropy Jobs in Indiana

Newfields

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 ...

HVAF

Advancement Assistant

Indianapolis, IN · On-site

$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 ...

Schneider

Diesel Service Advisor

Indianapolis, IN

Diesel Service Advisor Location:Indianapolis, IN, USA Shift:Second shift Schedule:Full time; Monday ... * Assist with inventory management by ensuring parts needed for a repair are in stock and ...

HVAF

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 ...

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Assistant Chartered Advisor In Philanthropy information

What is the difference between Assistant Chartered Advisor In Philanthropy vs Financial Advisor?

AspectAssistant Chartered Advisor In PhilanthropyFinancial Advisor
CredentialsTypically requires specialized certifications in philanthropy and financial planningRequires certifications like CFP or Series 7
Work EnvironmentWorks with high-net-worth clients on charitable giving and estate planningProvides investment and financial planning advice to a broad client base
Industry UsagePrimarily in nonprofit, wealth management, and philanthropic sectorsIn 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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Assistant Chartered Advisor In Philanthropy jobs near you

Financial Advisor - Leo, IN

Advisor Talent Solutions

Leo, IN

Full-time

Medical, Life, Retirement

Re-posted 3 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:
  • 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!

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