a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Financial Advisor (Series 65 Required)

Location:

Elkhart, IN (On-Site)

Compensation:

$50,000 – $60,000 Join a Growing Wealth Management Firm A rapidly growing wealth management and estate planning firm is seeking a licensed Financial Advisor to support client relationships, compliance, onboarding, and planning activities. This is an opportunity to join a close-knit team where your contributions will have a direct impact on both clients and the firm's continued growth. Responsibilities Manage new client onboarding and account opening activities Maintain investment policy statements and compliance documentation Support portfolio reviews and ongoing client service initiatives Build trusted relationships with clients and referral sources Assist with business development efforts and firm growth Ensure compliance with regulatory and internal standards Requirements Active Series 65 license required 1+ years of experience in wealth management, financial planning, investment advisory, or related financial services Strong interpersonal and relationship-building skills High level of integrity, professionalism, and attention to detail Ability to thrive in a hands-on, collaborative environment Why Join? Growing boutique wealth management firm Direct access to leadership and mentorship Opportunity for increased responsibility as the firm grows Flexible, family-oriented culture Life insurance provided Paid vacation and holidays #LI-DO1 Click here to apply online EB-1466618993