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| Job Category : | Business |
| Company Name: | Halter Ferguson Financial |
| Position Name: | Personal Financial Planner |
| Location : | 13080 Grand Blvd, Carmel, IN 46032 |
| Job Description : | PERSONAL FINANCIAL PLANNERWouldn’t you love to be a financial advisor but not have to be worried about finding the next client (aka don’t have to network or bring in new clients)? And work 40 hours or less each week?Compensation is salary-based with excellent benefits including profit share. CFP and two years of work experience required. Salary range is $96,000 – $108,000. This position is in-office and is client-facing.ABOUT USHalter Ferguson Financial is a financial planning firm dedicated to serving our clients by connecting what’s most important to them to their money and supporting their long-term investment management needs.We serve individual investors and their families, with our typical clients being busy professionals who are looking to have outside help in managing their wealth. These clients have a long-term outlook and life goals which we help them visualize and prepare for.Our income comes only from the fees paid to us by our clients and we only focus on their best interests and needs. We do not get paid or rewarded by other parties to put our clients into various financial or insurance products.THE ROLEWe develop long-term relationships with our clients based on trust supported by a Custom Financial Blueprint™. We then support the client by managing their assets according to agreed plan, and we provide regular reporting and reviews for the client.You will work closely with our clients to develop financial plans and provide reviews of their financial circumstances. We provide these plans and reviews based on our long-term relationships, informed advice, and financial planning experience.Without the perspective of a simple plan, clients cannot have the confidence to know when to retire, to know whether they are taking the best actions for them, or to know if they are on the right track. They lose confidence when their plan is not customized to them.ABOUT YOUDesire to build a career assisting clients with their financial lives.Persistence to be aware and current with client needs.Thorough and patient, not missing important details.Values excellence, seeking to do things right the first time, yet not paralyzed by perfection.Follows procedure but aware of when to break from and when to create new procedures.Problem solver with strong mathematical and analytical skills.Curiosity is a superpower.Not a salesperson driven by commissions or incentives.REQUIREMENTSCFP certificantMinimum of two years’ experienceLives in Indianapolis, Indiana areaHas reliable transportationAuthorized to work in the U.S.Willing to undergo a background check, in accordance with local law and regulationsOur website: https://www.hffinancial.com/Job Type: Full-timePay: $96,000.00 – $108,000.00 per yearBenefits:401(k)Health insurancePhysical Setting:OfficeSchedule:Monday to FridayAbility to commute/relocate:Carmel, IN 46032: Reliably commute or planning to relocate before starting work (Required)Experience:Financial planning: 2 years (Required)License/Certification:CFP (Required)Work Location: One location |
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