Thurston Springer Financial · 1 day ago
Associate Financial Advisor
Greater Indianapolis
Full-time
Onsite
Mid, Senior Level
5+ years expThurston Capital is seeking an experienced and dedicated financial advisor to join their rapidly growing team at Principia Private Wealth. The advisor will serve as the primary relationship manager for clients, strengthen and expand client relationships, and execute effective wealth management strategies.
Financial Services
Responsibilities
Collaborate with existing clients to gain a deep understanding of their financial and family circumstances. Build trust and confidence to address financial matters efficiently and effectively
Identify and capitalize on new business opportunities uncovered during client interactions
Work closely with both internal and external partners to help clients achieve their estate and financial planning objectives
Attract and retain high-net-worth clients by leveraging our team’s established client base, centers of influence, targeted prospecting, and referrals
Deliver exceptional customer service at every stage of the client relationship
Commitment: Each new team member is expected to demonstrate dedication to our team's strategies for financial planning and wealth management
Qualification
Required
Five (5) years+ experience in the financial services industry
State Life and Health Insurance Licenses
FINRA Series 7 registration
FINRA Series 65 registration, or equivalent
Excellent written and oral communication skills
Strong organizational skills with attention to detail
Team player attitude and mentality
Proven business development skills
Highly motivated, self-starter with the ability to multi-task
Professional appearance and demeanor
Preferred
Certified Financial Planner (CFP®) certification is desired but not required
Benefits
Comprehensive benefits package including a generous PTO policy
Health insurance
Dental insurance
401(k) plan
Life insurance
Company
Thurston Springer Financial
Thurston Springer was founded ‘by advisors for advisors’ in 1981 as a forum where experienced financial-services practitioners could practice their craft according to the highest calling of the profession, and not to the sales pressures of a firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Peluso
Executive Vice President, Partner
Brian Sweeney
Chief Compliance Officer / General Counsel
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