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Financial services Jobs in Indianapolis, IN

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Financial services • indianapolis in

Last updated: 7 hours ago
  • Promoted
Vice President of Sales - Financial Services

Vice President of Sales - Financial Services

Fisher InvestmentsIndianapolis, IN, United States
Full-time
Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of...Show moreLast updated: 1 day ago
  • Promoted
Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE

Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE

EYIndianapolis, IN, United States
Full-time
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 11 days ago
  • Promoted
  • New!
Financial Services Manager

Financial Services Manager

VirtualVocationsIndianapolis, Indiana, United States
Full-time
A company is looking for a Financial Services Manager.Key Responsibilities Manage and supervise Financial Strategic Services team members, providing fiscal support to colleges and units Analyze ...Show moreLast updated: 16 hours ago
  • Promoted
  • New!
Administrative Assistant Financial Services

Administrative Assistant Financial Services

WestPoint Financial GroupIndianapolis, IN, United States
Full-time
The Crossroads Group helps people make sense of financial decisions, no matter what life brings.In partnership with clients, we strive to bring understanding and confidence to decisions that create...Show moreLast updated: 20 hours ago
Tax Director - Personal Financial Services

Tax Director - Personal Financial Services

Indianapolis StaffingIndianapolis, IN, US
Full-time
PwC Private Personal Financial Services Director.A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of busi...Show moreLast updated: 7 days ago
  • Promoted
Entry Level Financial Services - Work From Home

Entry Level Financial Services - Work From Home

Spade RecruitingIndianapolis, IN, US
Remote
Permanent
Position Summary / h2pAIL is a leading insurance and supplemental benefits provider.The company provides its clients with value and unbeatable customer service with complete transparency and integrit...Show moreLast updated: 30+ days ago
Tax Director - Personal Financial Services

Tax Director - Personal Financial Services

PwC US Tax LLPIndianapolis,IN
Full-time
SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax com...Show moreLast updated: 30+ days ago
Manager, Assurance - Financial Services

Manager, Assurance - Financial Services

FORVISIndianapolis, IN, USA
Full-time
At FORVIS, your career is designed with a purpose.We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities.Thi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Elizabeth Marshall - State Farm AgentIndianapolis, IN, US
Full-time +1
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused.Financial Services Representative.This role is ideal for candidates with a financial industry background who are passio...Show moreLast updated: 30+ days ago
  • Promoted
Tax Manager - Personal Financial Services

Tax Manager - Personal Financial Services

PwCIndianapolis, IN, United States
Full-time
Entrepreneurial & Private Business (EPB) - General.A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of bu...Show moreLast updated: 11 days ago
Managing Director, Financial Services Resilience

Managing Director, Financial Services Resilience

ConfidentialIndianapolis, IN, United States
Full-time
Managing Director, Financial Services Resilience.Leading accounting & consulting firm.The Company is seeking a Managing Director for Financial Services Resilience. The successful candidate will be r...Show moreLast updated: 3 days ago
  • New!
Financial Services Representative

Financial Services Representative

Charles SchwabIndianapolis, IN, US
Full-time
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 7 hours ago
Tax Manager, Financial Services (Banking)

Tax Manager, Financial Services (Banking)

CroweIndianapolis, IN, US
Full-time
Crowe Financial Institutions Tax Manager / h2pYour journey at Crowe starts here : At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you...Show moreLast updated: 7 days ago
IN-Financial Services Sales Representative (1099)

IN-Financial Services Sales Representative (1099)

Tomorrow's RecruitingIndianapolis, IN, US
Full-time +1
Financial Services Sales Representative (1099)-Indianapolis, IN.Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!. Take control of your career and income while helping fami...Show moreLast updated: 14 days ago
Financial Services Representative - Indianapolis, IN

Financial Services Representative - Indianapolis, IN

Fidelity InvestmentsIndianapolis, IN, US
Full-time
Financial Services Representative.Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, w...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Manager - Career Pivot Role

Financial Services Manager - Career Pivot Role

Ohana Outreach FinancialIndianapolis, IN, US
Full-time
This role is designed for professionals making a strategic career change into leadership.You will be trained thoroughly and supported as you move into managing others. Income includes leadership bon...Show moreLast updated: 17 days ago
Technology Manager – Financial Services

Technology Manager – Financial Services

ZSIndianapolis, Indiana
Permanent
As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by. Here you’ll work side-by-side with a powerful collective of thinkers a...Show moreLast updated: 30+ days ago
  • Promoted
Vice President, Customer Financial Services & Financial Intelligence

Vice President, Customer Financial Services & Financial Intelligence

Indiana StaffingIndianapolis, IN, US
Full-time
Vice President, Customer Financial Services & Financial Intelligence (CFS / FI).We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly.Togeth...Show moreLast updated: 20 days ago
  • Promoted
Managing Director, Forensics - Financial Services Resilience Practice Leader

Managing Director, Forensics - Financial Services Resilience Practice Leader

BDO USAIndianapolis, IN, US
Full-time
Managing Director, Financial Services Operational Resilience.BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disrupti...Show moreLast updated: 30+ days ago
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The cities near Indianapolis, IN that boast the highest number of financial services jobs are:
Vice President of Sales - Financial Services

Vice President of Sales - Financial Services

Fisher InvestmentsIndianapolis, IN, United States
1 day ago
Job type
  • Full-time
Job description

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity :

Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more.

The North Central Region includes the following states : Illinois, Indiana, and Kentucky.

The Day-to-Day :

  • Convert prospects to clients by showcasing the Fisher difference
  • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
  • Educate prospective clients on the variety of Fisher Investments offerings
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications :

  • 5+ years experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings
  • Compensation :

  • Commission / variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first years management fees plus trailers for new business closed
  • This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
  • Why Fisher Investments :

    We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. Its the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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