Harrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN.
The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing financial advice. The role may involve working with technical specialists to develop recommendations in specific areas of expertise.
Duties and Responsibilities
Core Competencies
Performance Outcomes
Qualifications
Any combination of education and work experience will be considered.
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