Investment Advisor

Indianapolis, Indiana

Are you an individual who has the ultimate passion for working with numbers, wants to be a part of a team improving the financial outcomes of clients lives, be part of an organization whose goal is to deliver customized, thoughtful investment solutions with competitive performance, relevant insights, and a clear analysis of results all while having control over your own destiny?

If you answered “YES” to these questions this may be a great time to join the team at Titan as an Investment Business Development Advisor.

As a Titan Investment Business Development Advisor not only will you have control over your own destiny you will also be able to participate in a firm that has grown over 300% in the past 2 and a half years. In addition, you'll be an integral part of the firm. We support one another on calls, with referrals, training, and advancing our firm and our clients' together.

In this role, the Investment Advisor will be responsible for:

•  Identifying and cultivate new clients.
•  Developing and grow book of business.
•  Researching and present the firm investment approach.
•  Implementing risk management and tax planning strategies.
•  Coordinating estate planning with 3rd parties.
•  Preparing financial policy and ongoing firm documentation.
•  Identifying financial or investment process improvement.
•  Generating and processing paper and electronic documents.

Some of the skills and qualifications needed for the right individual to be successful in this role are:

•  Must be a Self-starter with discipline and desire to exceed.
•  Have a Results-oriented mindset.
•  A proven track record in prior endeavors.
•  Exemplary verbal and written communication skills.
•  Must be able to maintain client confidentiality.
•  Knowledgeable about firm’s investment process.

Cultural Fit is extremely important for the right individual to be successful in this role. Are you able to answer yes to the following?   

• Are you People oriented yet focused on details with internal and external communications and delivery.
• Work smart and hard while also enjoying the work.
• Driven, yet willing to work as a team to best serve the client.

Educational Requirements the right individual will need to possess:

• Bachelor’s degree in business or related field.
• FINRA Series 65 (or the ability to obtain within 3 months from start).

This opportunity has the potential to be compensated at an extremely high-income level as well as major growth potential within the company. This will require an individual who believes in themselves and their own success, who is driven, has work ethic and self-discipline. You are 100% in total control of your Compensation Destiny!

Benefits

• Fixed salary of $55,000 with additional compensation through unlimited commission potential.
• Potential to eventually be a partner at the firm.
• One-of-a-kind mentorships programs.
• Full availability to participate in all company benefits.
• Health Insurance.
• SIMPLE IRA, with company match.

Apply to this role by emailing your resume and cover letter (optional) to shawna@deependstrategies.com.