Associate Financial Advisor

Job Description

Job Description

Job Title : Associate Financial Advisor

Location : Indianapolis

Company Overview :

Join our dynamic team at EHC Wealth Advisors, a financial services firm dedicated to helping clients achieve their long-term financial goals. We pride ourselves on providing personalized client solutions through innovative and comprehensive financial planning strategies. Our team is driven by integrity, excellence, and a commitment to delivering exceptional services.

Position Summary :

We are seeking a motivated and detail-oriented Associate Financial Advisor to join our team. In this role, you will support senior advisors and directly engage with clients to develop tailored financial plans, enhance investment strategies, and provide exceptional customer service. This is an excellent opportunity for an aspiring financial advisor to grow their expertise and progress within a supportive and nurturing environment.

Key Responsibilities :

• Assist in developing and implementing comprehensive financial plans to meet clients’ short-term and long-term objectives.
• Collaborate with senior financial advisors to assess clients' financial needs and provide analysis and recommendations.
• Conduct market research and participate in creating investment strategies and portfolio recommendations.
• Maintain up-to-date knowledge of financial markets, economic trends, and regulatory requirements.
• Establish and maintain strong relationships with clients, providing proactive advice and updates on their financial plans.
• Support in preparing client presentations, reports, and documentation for meetings.
• Assist in managing client accounts, ensuring all financial transactions are executed and recorded accurately.
• Address client inquiries and support resolution of any issues related to their accounts.

Qualifications :

Benefits :

How to Apply :

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the Associate Financial Advisor position to Doug Ehlen. Applications will be reviewed on a rolling basis, and early submissions are encouraged.

EHC Wealth Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.