Fishers, IN

Finance Jobs in Fishers, IN

2 jobs found

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17d ago

Financial Representative - Career Changers

Northwestern Mutual Fishers, IN

Fishers, IN

17d ago

$75k - $150k/yr Full time Advisor Business Development Career

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Job Description

Entry-level financial representative opportunity in Fishers, Indiana, onsite with Northwestern Mutual, offering licensing support and a clear path to building a wealth-management practice.

Responsibilities

Expand your client base through networking, referrals, and relationship-building
Develop tailored financial plans aligned with each client’s goals and circumstances
Deliver comprehensive planning services across investments and wealth management, retirement planning, asset and income protection, insurance planning, education funding strategies, trusts and estate planning, and business succession
Monitor and adjust client strategies as life events occur
Foster long-term, trusted relationships across all life stages

Requirements

Associate degree required
Entrepreneurial mindset
Strong relationship-building skills
Experience in sales, account management, or client-facing roles
Excellent communication abilities
Strong work ethic and motivation
Competitive drive
Coachability and desire for growth
Ability to manage time and priorities independently

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Job Details

Location: Fishers, IN (onsite)
Job type: Full-time
Salary: $75,000.00 - $150,000.00 per year
Education requirement: Associate degree required

About Northwestern Mutual

Company assets exceed $290B
Assets under management surpass $161B
Serving more than 4.6 million clients
Maintains 96% client retention
Largest direct provider of life insurance in the United States
Named among Fortune's World’s Most Admired Companies

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1mo ago

Retirement Plan Manager

Norwood Economics, Inc. Fishers, IN

Fishers, IN

1mo ago

Full time Manager 401k Cash Balance

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Job Description

Job Summary

The Retirement Plan Manager provides high touch support to Norwood Economics' 401(k) and Cash Balance clients. The role guides Plan Sponsors in meeting their plan administration duties, tracks pending deadlines, assists with annual education, coordinates with TPAs and Recordkeepers, offers secondary support to plan participants after the Recordkeeper, and helps onboard new clients. This position also provides limited support to sales and compliance functions.

Responsibilities

New Client Onboarding: Collaborate with the TPA and Recordkeeper to implement or convert new plans. Assist the sales team in confirming plan design.
Client Education: Customize and deliver enrollment meetings, annual education sessions, and topical webinars.
Plan Sponsor Services: Monitor client deadlines; remind, support, and educate plan sponsors to meet requirements. Coordinate with TPAs and Recordkeepers to answer administration questions. Facilitate Investment Committee Meetings.
Participant Services: Direct participants to the correct resources (Recordkeeper, TPA, Plan Sponsor). Provide occasional secondary support to client participants. Create How-to guides for common questions.
Additional Administrative Services: Provide extra plan sponsor administrative support for clients electing enhanced services.
Sales Support: As time allows, assist sales with benchmarks and proposal generation.
Compliance: Work with the team to support annual ERISA and state compliance requirements.

Requirements

Bachelor’s degree required.
1 to 5 years of experience in retirement plan support services.
Series 65 license strongly preferable; if not held, must be obtained within six months.
Highly customer service oriented.
Strong organizational and multitasking abilities.
Excellent communication and problem-solving skills.
Proficiency with standard office software and equipment.
Self-starter with the ability to work independently.

Benefits

401(k)
401(k) matching
Paid time off
Professional development assistance

Experience

Financial services: 1 year (Required)
Customer service: 1 year (Preferred)

License/Certification

Series 65 (Preferred)

Work Location

In person at Fishers, IN 46038.

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Finance Jobs in Fishers, IN

Financial Representative - Career Changers

Retirement Plan Manager

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