Associate Financial Advisor

ARTISTRY WEALTH, LLC•Indianapolis, IN

1d•Onsite

About The Position

Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best—building relationships, delivering advice, and providing an exceptional client experience—not spending their days chasing leads. As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career—not making cold calls or trying to convince strangers to become clients. Because we're advisor-owned, decisions are made here—not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams. If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.

Requirements

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)
Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
1–3 years of experience in financial services, client service, or professional office environment
Experience supporting advisors, planners, or client service teams a plus
Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
Basic understanding of financial planning concepts, investment types, and account structures
Strong documentation, task-tracking, and workflow management skills
Exceptional verbal and written communication skills
Ability to explain processes clearly and professionally
Demonstrated success in high-touch client service roles
Strong emotional intelligence and confidence interacting with clients at all wealth levels
High attention to detail with low error rates
Ability to manage multiple tasks in a fast-paced environment
Strong problem-solving skills with the ability to anticipate advisor and client needs
Skilled at organizing data and preparing meeting materials
Team-player mindset with a willingness to learn and grow into an advisor role
Resourceful, self-motivated, and takes ownership of work
Maintains confidentiality and handles sensitive information appropriately
Positive attitude, adaptable, and calm under pressure

Nice To Haves

Experience supporting advisors, planners, or client service teams a plus
Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required