Associate Investment Advisor

Donaldson Capital Management • Indianapolis, IN

1d • Onsite

About The Position

Donaldson Capital Management is a wealth management firm dedicated to serving clients with truth, genuine care, and advice that always puts their interests first. As a registered investment advisor (RIA), that commitment shapes everything we do. We guide our clients with integrity and transparency, helping them confidently connect their resources to their dreams. What makes DCM different isn't just what we do, it's how we do it. We lead with a servant's heart, we take ownership of outcomes, and we hold ourselves to a standard of excellence that's as much about how people feel as what we deliver. Our team structure, systems, and culture are intentionally built, and we're looking for people who bring both entrepreneurial drive and a deep commitment to doing things right. People who celebrate wins, then raise the bar. Who believe that exceptional client relationships, operational excellence, and a builder's mindset aren't competing priorities - they're the same priority. If you want to grow inside a firm where your work has visible impact and collective success is the measure that counts, DCM may be the place for you.

We’re hiring an Associate Advisor to support the Indianapolis Diamond Team. This is an entry-level advisory role focused on operational excellence, client experience, and professional growth. You will work closely with senior advisors to ensure client meetings, onboarding, financial planning actions, and follow-through happen seamlessly.
This role is ideal for someone who thrives on responsibility, organization, and learning — and who wants to develop into a long-term advisory career.

Requirements

• Bachelor’s degree in financial planning, finance, economics, or a related field. Other degrees considered with relevant experience.
• Series 65 expected within 6 months
• CFP® enrollment expected within 18 months
• Managed multiple priorities with deadlines while maintaining accuracy under pressure
• Served as a liaison between multiple stakeholders, including clients and internal teams
• Learned new systems, tools, or subject matter quickly and applied feedback visibly
• Taken ownership and followed through without waiting for perfect instructions
• Ownership-driven. You notice what needs to be done and follow through.
• Collaborative, humble, and team-oriented with a healthy ego.
• Detail-oriented with strong communication and organizational skills.
• Curious, self-motivated, and committed to learning and growth.
• Energized by delivering exceptional service and building meaningful client relationships.

Nice To Haves

• Familiarity with CRM, portfolio, and planning tools such as Salesforce, Orion, and eMoney preferred
• Experience working with Schwab or Fidelity custodial platforms preferred

Responsibilities

• Coordinate client onboarding, including account setup, transfers, and service requests
• Prepare client meetings, including agendas, materials, and documentation
• Track and complete advisor-directed planning and investment actions
• Serve as the primary coordination point between advisors, clients, and internal teams
• Maintain accurate client data and ensure documentation is current and reliable
• Establish workflows that support a responsive, high-quality client experience
• Contribute to a culture of follow-through, professionalism, and client-first service

Benefits

• Retirement: Immediate 401(k) enrollment with pre-tax and Roth options. After one year, DCM provides a 100% Safe Harbor match on the first 4% of compensation, plus an annual profit-sharing contribution of approximately 9% of gross pay.
• Health: DCM covers 60% of medical premiums through Anthem with two plan options, including an HDHP with employer HSA contributions of $2,250 (individual) or $4,500 (family). Dental, vision, and mental health EAP also available.
• Company-Paid Insurance: Short-term disability, long-term disability, $50K term life, and $50K AD&D at no cost to you.
• Time Off: Flexible PTO with no set cap on vacation or sick days. Paid holidays aligned with the NYSE calendar. Up to 12 weeks paid pregnancy-related leave and 4 weeks paid parental leave.
• Growth: Educational expense reimbursement for professional designations. Study time support and a day off before exams.
• Perks: Company-paid cell phone and service. $500 annual charitable donation to the 501(c)(3) of your choice. Dedicated covered parking. Access to in-house CFP® professionals for personal financial planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level