Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

Financial Advisor

Job

FINITETEK INC

Jeffersonville, IN (In Person)

$77,500 Salary, Full-Time

Posted 4 weeks ago (Updated 14 hours ago) • Actively hiring

Expires 7/21/2026

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
72
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Financial Advisor at
FINITETEK INC
Financial Advisor at
FINITETEK INC
in Jeffersonville, Indiana Posted in 1 day ago.
Type:
full-time
Job Description:
Job Description As an Financial Advisor, you will work closely with a Lead Advisor to interact with and onboard new clients, delivering tailored investment strategies that support long term goals. You will also work with an existing regional client base to complete all service requests related to the maintenance of the clients' financial plan and accounts. This will include collaborating with a high-performing team of tax, legal, and financial professionals to help clients feel empowered, secure and confident in their financial future.
Responsibilities/Tasks:
The Financial Advisor will serve as the relationship manager for an existing group of clients and work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include:
  • Interact promptly and professionally with clients by phone, digitally or in person to update the client's profile and financial situation/needs
  • Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
  • Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
  • Meet production targets that impact overall company revenue goals.
  • Utilize advanced software tools to develop & deliver tax and estate planning strategies
  • Additional tasks as assigned by management
Minimum Requirements:
4-year degree in Accounting, Finance or related field Series 65 or 7/66 with Life & Health Licenses 3+ years in financial services offering investment management and insurance services Strong experience with MS Office and the ability to learn new software quickly Excellent written and verbal communications skills both in person and via phone Proactive mentality, positive attitude and consistent follow through Highly intelligent, strong organizational skills and attention to detail Ability to work independently with good time management and critical thinking skills Additional preferred skills: CFP® designation Experience with Salesforce CRM software 2+ years working in a fast-paced, high volume financial office environment
Commitment:
40 hours per week, 8am-5pm with some flexibility on days and times due to client appointment and evening event schedules.
Compensation:
Starting salary range is $70,000-85,000 with a 3-year target compensation of $120,000 which includes commissions & bonuses based on new business generated and having or attaining the CFP® designation. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 12 paid holidays!