Financial Advisor — Retirement Planning

Job overview

The Financial Advisor — Retirement Planning role is onsite in New Albany, IN, with a salary of $60,000–$90,000 per year plus bonus; total compensation may reach up to $150,000. The schedule is Monday through Friday, 9 a.m. to 5 p.m., with some exceptions. The employer’s client provides financial planning, retirement solutions, and investment guidance, particularly for retirement and workplace savings plans. The advisor helps individuals and business clients plan for retirement by assessing financial needs, developing tailored investment and savings strategies, and reviewing portfolios. Client relationships and collaboration with internal teams support ongoing service and alignment with clients’ financial goals.

What you'll do

• Advise individuals and business clients on retirement planning, including 401(k) plan design, implementation, and ongoing support
• serve as the primary client contact
• analyze financial needs and develop tailored investment and savings strategies
• conduct portfolio reviews and adjustments
• collaborate with internal teams on onboarding and service delivery
• stay current on financial regulations, retirement planning laws, and industry practices.

What we're looking for

Skills & competencies

financial advisor

full-time

new albany in

invictus direct

retirement planning

401(k) plans

wealth management

investment guidance

series 65

series 66

series 7

$60k–$90k/year

up to $150k total compensation

Work arrangement

• Weekend coverage required

Why this role

Requires at least three years of financial advising, wealth management, or related experience; Series 65 or Series 66 and Series 7 licenses; must be open to attaining a CFP within the first 12 months.

About the employer

Invictus Direct is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.