Artistry Wealth · 6 days ago
Financial Advisor Assistant
Indianapolis, IN
Full-time
Onsite
New Grad, Entry LevelArtistry Wealth is a growing wealth management firm looking for a detail-oriented, client-focused Support Advisor to join their advisory team. This role works alongside a Lead Advisor and is designed for individuals seeking a structured path to becoming a Lead Advisor.
CrowdfundingFinancial Services
Hiring Manager
Janna Hinton
Responsibilities
Attend client meetings
Prepare meeting agendas, gather data, and create follow-up communications
Deliver exceptional client service and support
Handle client inquiries professionally and promptly
Maintain accurate CRM records
Support financial plan preparation and data input
Participate in team meetings and collaborative projects
Qualification
Required
Strong client service and communication skills
Proven experience in customer satisfaction roles
Basic understanding of finance
Ability to multitask in a fast-paced environment
Excellent attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
Benefits
Medical, Dental & Vision Insurance
401(k)
Short-Term & Long-Term Disability
Career development support
Company
Artistry Wealth
At Artistry Wealth, we provide more than financial planning services. We’re in the business of building trust and relationships.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brenda Ramsey, CPA, CFP®, CWS®
Partner
Dan Brunette, CFP®, RICP®, CLU, ChFC, CASL
Wealth Advisor | Partner
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