5 jobs found

Financial Advisor Our client is seeking a dedicated and knowledgeable Financial Advisor to join their team. In this role, you will provide expert financial guidance to clients to help them achieve their financial goals through strategic planning and investment management. You will leverage your expertise in financial analysis, portfolio management, and customer relationship management to build strong client relationships while meeting their financial needs.Essential Duties and Responsibilities:• Conduct comprehensive financial assessments to understand clients' current financial status and future goals.• Develop personalized financial plans aligned with clients' objectives, including investment strategies and retirement planning.• Manage client portfolios by analyzing market trends and making informed investment decisions.• Provide ongoing support and advice regarding cash management, account performance, and market conditions.• Utilize financial software to track client accounts...

Join Our Award-Winning Team as the Vice President of Commercial Lending! Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions again in 2025, for the third consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures and strengthening local businesses through extraordinary service. We’re seeking an experienced, relationship-driven commercial lending leader to join us in this mission. If you’re passionate about commercial banking, love building strong business relationships, and thrive in an environment where strategic thinking and Member-centric service drive success, we would love to meet you! What We Offer: Competitive Salary : $97,084 - $145,626, Commensurate with experience. Comprehensive Benefits Package : Including health insurance, retirement plans, paid time off, and much more. Impactful Work : To empower brighter...

Enterprise Account Executive Overview At Addition Wealth, were on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate lifes financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. Were not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisionsleveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, youll have the opportunity to solve complex challenges, push the boundaries of whats possible, and create tools that truly make a difference. Our impact has been recognized...

Enterprise Account Executive Overview At Addition Wealth, were on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate lifes financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. Were not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisionsleveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, youll have the opportunity to solve complex challenges, push the boundaries of whats possible, and create tools that truly make a difference. Our impact has been recognized...

Join Our Award-Winning Team as the Vice President of Commercial Lending! Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions again in 2025, for the third consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures and strengthening local businesses through extraordinary service. We’re seeking an experienced, relationship-driven commercial lending leader to join us in this mission. If you’re passionate about commercial banking, love building strong business relationships, and thrive in an environment where strategic thinking and Member-centric service drive success, we would love to meet you! What We Offer: Competitive Salary : $97,084 - $145,626, Commensurate with experience. Comprehensive Benefits Package : Including health insurance, retirement plans, paid time off, and much more. Impactful Work : To empower brighter...