Hiring: Financial Advisor - Indianapolis, IN Company: Savant Wealth Management Location: Indianapolis, IN Job Posted Time: 2026-09-15 13:11:47 Employment Type: Hybrid Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft PowerPoint, Regulatory Compliance, Wealth Management About the job Required Skills: •Never be asked to be an expert in everything, only to be the trusted guide who brings the right expertise to the table. •Step into co-advisor and lead-advisor responsibilities on established relationships while building your own book through referrals, centers of influence, and community connections. Qualifications: •Bachelor's degree in finance or a related field from an accredited college or university; master's degree preferred. •Minimum of five to seven years of experience in investment management, financial planning, or financial services, with a demonstrated ability to develop and manage plans and client relationships. •Certified Financial Planner™ designation preferred upon hire or attained within two years of your date of hire. •Financial planning and wealth management acumen, judgment, and experience, including the ability to prepare and present basic to mid-level planning concepts to clients. •Excellent verbal and written communication and listening skills, with a genuine client-first attitude and a natural ability to build rapport. •High attention to detail and accuracy, diligent follow-through on client tasks, and the ability to manage multiple priorities and deadlines in a fast-paced environment. •Strong analytical and problem-solving skills, intellectual curiosity, and a relentless drive to improve, paired with a growth mindset and openness to feedback. •Understanding of and adherence to our investment philosophy, code of ethics, and regulatory compliance standards, along with a collaborative, process-oriented approach that reflects our core values. •Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software. •All Financial Advisor applicants must have a clean U4 with no disclosures. Compensation: •Flexible work environment (work from home / hybrid options) •Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!