Financial Advisor
Fort Wayne, IN ยท On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
Fort Wayne, IN ยท On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
Fort Wayne, IN ยท On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
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 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 ...
Carmel, IN ยท 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 ...
Carmel, IN ยท 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 ...
Indianapolis, IN ยท On-site
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Indianapolis, IN ยท On-site
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Indianapolis, IN ยท On-site
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Indianapolis, IN ยท On-site
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Fort Wayne, IN ยท On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
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Fort Wayne, IN ยท On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...
Leo, IN ยท On-site
... financial advisors in all 50 states in their hiring needs. Please take a moment to explore our ... website and the services provided We are not a staffing firm but together have built a reputable ...
Leo, IN ยท On-site
... financial advisors in all 50 states in their hiring needs. Please take a moment to explore our ... website and the services provided We are not a staffing firm but together have built a reputable ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Mishawaka, IN ยท On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Mishawaka, IN ยท On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Carmel, IN ยท On-site
$70K - $150K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Carmel, IN ยท On-site
$70K - $150K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Carmel, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Carmel, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Mishawaka, IN ยท On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Mishawaka, IN ยท On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Indianapolis, IN ยท On-site
$61K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
$34.3K - $43.6K
3% of jobs
$43.6K - $52.9K
3% of jobs
$52.9K - $62.3K
10% of jobs
$62.3K - $71.6K
9% of jobs
$71.9K is the 25th percentile. Wages below this are outliers.
$71.6K - $81K
11% of jobs
$81K - $90.3K
8% of jobs
The median wage is $96.4K / yr.
$90.3K - $99.7K
11% of jobs
$99.7K - $109K
10% of jobs
$109K - $118.3K
10% of jobs
$120.7K is the 75th percentile. Wages above this are outliers.
$118.3K - $127.7K
8% of jobs
$127.7K - $137K
19% of jobs
$34.3K
$97.2K
$137K
To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial planning principles, and at least a bachelor's degree in finance, business, or a related field, often complemented by licensure such as Series 7 or certifications like CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and effective communication are highly valued soft skills in this role. These skills are critical for building client relationships, providing sound financial advice, and achieving client financial objectives.
A Financial Advisor helps individuals and businesses manage their finances by providing guidance on investments, retirement planning, tax strategies, and other financial goals. They assess clients' financial situations, develop customized plans, and recommend strategies to build and protect wealth. Advisors may also monitor financial markets and adjust plans accordingly. Their goal is to help clients make informed decisions to achieve financial security.
Financial Advisors can advance their careers in several ways, including moving into senior advisory roles, specializing in areas such as wealth management or retirement planning, or taking on managerial positions within their firm. Many advisors also work towards obtaining advanced certifications like the CFP or CFA, which can open doors to higher-level roles and increase credibility with clients. With experience, some Financial Advisors transition to independent practice or become partners at their firms. Career progression is often tied to client retention, results, and the ability to build a robust client base.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 2 days ago
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Winona Lake, IN, US
1968