Financial Service Advisor

Brownsburg, Indiana
Posted: 03/06/2023

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 client focus is on helping our clients establish financial freedom through meaning and purpose. 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 looking for career-minded, ambitious, and client-service-driven individuals who are highly organized, self-motivated, and fulfilled by helping others. We offer competitive compensation, health insurance, 401K, life insurance, disability, paid time off, and volunteer time off.

Operating in a supportive role, our Financial Advisor Support Specialists supports our clients, Associate Financial Advisors, and Financial Advisors across all aspects of client service. The ideal candidate for this role will be someone who enjoys learning, building relationships, and providing excellent customer service to not only our clients but our advisors as well. This person will be highly skilled in organization and communication. They understand that providing superior client service is absolutely what sets them (and us) apart from other financial firms. Duties include document processing, meeting preparation, servicing existing clients, and client relationship building.

Essential Duties and Responsibilities:

(Note: Other relevant duties may be assigned.)

  • Collaborate with one or many Financial Advisors in preparing, presenting, and implementing customized financial plans
  • Document preparation/processing
  • Client review preparation
  • Assist clients with annuities, life insurance, long-term care & managed money
  • Develop, manage, and retain strong client relationships
  • Contribute to meeting individual and team goals

Education and Experience:

  • College degree
  • 5 + years of financial services experience with an emphasis on client servicing
  • FPQP (Financial paraplanner) or Life and Health Insurance Licenses
  • Registration with the state as an investment adviser representative OR a passing score on the Series 65 or 66 exams within the past two years OR a professional designation exempt from the examination requirement is significantly valued.

Knowledge, Job Skills, and Abilities:

  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Takes initiative, nurtures, and seizes opportunities
  • Highly organized
  • High emotional quota
  • Ability to bring clarity to ambiguity
  • Positive mindset
  • High personal emphasis on learning and development

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