Financial Advisor

Howard Bailey Financial, Inc., we are a 100-year company that will continue to make a positive impact in the lives of our clients, team members, and community for the next century. Our purpose that spans all our stakeholders is to Grow People, Who Grow People. Our mission is to help others gain clarity in purpose and elevate meaning in their daily lives through common-sense financial strategies. We carry the flag for the Midwest, and we are proud to call Indiana our home. Our dedication to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible. We are a collective of humble, dynamic, and goal-driven advisors, client service, operations, and marketing professionals who strive to deliver and uphold our brand promises.

We are differentiated by our extensive investment in our brand and marketing which covers books, newsletters, radio, podcasts, seminars, social media, television, and more. These provide qualified leads so our Financial Advisors can focus their time and talent on doing what they are best at, building meaningful relationships and onboarding new clients rather than prospecting and administration. Additionally, we provide leadership and oversight in the usage of our frameworks and techniques that are conducive to collaboration rather than competing with your colleagues.

We are looking for intrinsically motivated and talented Financial Advisors to help shape the future of our company. Candidates will have a high focus on relationship building and proven experience in retirement planning leveraging investment and insurance products along with advanced financial planning techniques.. Additionally, candidates will have a passion for and significant experience in sales.. It is expected that you have excellent communication and presentation skills, or a high desire to develop them. Other ingredients for success are that you should be intrinsically motivated while being humble and be receptive to coaching and feedback

Essential Duties & Responsibilities

(Note: Other duties may be assigned)

• Develop your client base by building lasting, meaningful relationships.
• Progress to building your advisory team consisting of Associate Advisors and administrative staff.
• Utilize our marketing strategies and tools to capitalize on opportunities and expand the business.
• Conduct meetings with clients/potential clients to evaluate financial needs, educate them and deliver a customized financial plan.
• Monitor their portfolios against their financial plans to ensure they reach their goals and objectives.
• Master the fundamentals of financial planning, risk management, and investment management services.

Education and Experience

• Bachelor’s Degree, preferably in Business or Finance
• 2+ years experience in the financial industry and preferably as a financial advisor.
• Series 65 and Life and Health Licenses.

Knowledge, Skills, and Abilities

• Highly personable with a fantastically optimistic outlook on work and life.
• High ability to persevere and remain resilient in the journey of change and achieving goals.
• Remarkable organizational and project management skills.
• High aptitude in innovation and problem-solving plus meticulous attention to detail
• Excellent communicator.
• Desire to work as a team with a result-driven approach.
• Highly proficient in MS Office Suite and Investment Advisory software solutions – CRM, client reporting, custodial, and carrier applications.

Company Benefits

• "Big Company” benefits and extensive HR support through our partner ADP Totalsource.
• Fully sponsored Health and Dental Insurance for the employee.
• 401K with company match.
• Generous quarterly vacation and personal days plus paid volunteer time.
• Wellness Program.
• Paid Holidays.

Job Type: Full-time

Pay: From $72,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Brownsburg, IN 46112: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 2 years (Required)

Work Location: One location

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