Omega Wealth Private Capital, LLC ยท 1 day ago
Senior Financial Advisor | High-Growth Practice
Indianapolis, IN
Full-time
Onsite
Mid, Senior Level
$80K/yr - $250K/yr
2+ years expOmega Wealth Private Capital is a fiercely independent hybrid RIA with aggressive growth targets. They are seeking a high-activity Senior Wealth Advisor to own the Indianapolis market, convert warm prospects into long-term advisory clients, and focus on providing comprehensive financial planning without corporate bureaucracy.
AdviceConsultingFinancial ServicesRetirement
Hiring Manager
Nick Ryan
Responsibilities
Own the Indianapolis Market
Enter this market, take ownership of a pre-built pipeline, and convert warm prospects seeking comprehensive financial/retirement planning into long-term advisory clients
Run appointments, build financial plans, and close deals without the friction of corporate bureaucracy
Qualification
Required
Series 65/66 (or equivalent)
Life Insurance License (Indiana)
2-3 (or more) years of client-facing advisory experience with a track record of closing
Benefits
401(k) match
Health/Dental/Vision
Professional Development support
Company
Omega Wealth Private Capital, LLC
At Omega Wealth Private Capital, LLC, we plan with a ๐๐๐๐๐๐๐ to help you ๐๐ & ๐๐๐๐ ๐๐๐ฉ๐๐ง๐๐ข๐๐ฃ๐ฉ ๐๐๐๐๐ฎ! We call out potential problems like we see them.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joe Wilson
President/CEO
Company data provided by crunchbase