Wealth Advisor I

Job overview

The Wealth Advisor I role is onsite in Greenfield, IN. Compensation is not specified. The position supports client investment advisory and financial planning services at Greenfield Banking Company. The advisor develops and maintains client relationships by reviewing financial goals and risk tolerance, making recommendations, and assisting with investment and financial planning strategies. The role also cultivates prospective clients and collaborates with colleagues to provide a coordinated client experience.

What you'll do

• Cultivate prospective client leads
• serve as primary advisor for assigned client relationships
• conduct financial reviews
• assess client goals and risk tolerance
• develop recommendations
• assist with investment and financial planning strategies
• maintain long-term client relationships through proactive outreach
• collaborate with support staff and other advisors.

What we're looking for

Skills & competencies

wealth advisor i

greenfield in

greenfield banking company

investment advisory

financial planning

client relationships

retirement planning

financial reviews

risk assessment

cfp

cfa

Work arrangement

• Weekend coverage required

Why this role

Requires CFP or CFA certification in good standing, a bachelor’s degree in a related field, and at least two years independently leading client relationships in financial planning or wealth management.

About the employer

Greenfield Banking Company is hiring for this role. Industry: Commercial Banking. Sector: 52.