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The Associate Financial Advisor supports Lead Advisors by managing client inquiries, preparing meeting agendas, and maintaining accurate CRM records. They are responsible for delivering exceptional client service and assisting in the preparation of financial plans.
Requirements
Candidates should ideally hold a bachelor's degree and have 1-3 years of experience in financial services or professional client service. Proficiency in Microsoft Office and progress toward industry credentials like the SIE or CFP is preferred.
Full job description
Description
If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities. That's not how we operate.
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
Support Advisor (Path to Lead Advisor) – Indianapolis, IN
We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.
If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.
What You’ll Do
Attend client meetings
Prepare meeting agendas, gather data, and create follow-up communications
Deliver exceptional client service and support
Handle client inquiries professionally and promptly
Maintain accurate CRM records
Support financial plan preparation and data input
Participate in team meetings and collaborative projects
What You Bring
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)
Why Join Us
Clear, structured track to Lead Advisor
Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
Collaborative, professional culture
Opportunities to take on more responsibility as you progress
Competitive compensation and benefits
Benefits
Medical, Dental & Vision Insurance
401(k)
Short-Term & Long-Term Disability
Career development support
This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time
Requirements
Education & Experience
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
Technical Skills
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
Client Service & Communication
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
Organizational & Analytical Skills
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
Professional Attributes
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
An Artistic Approach to Creating Your Financial Foundation
Industry
Financial Services
Company size
11-50 employees
Founded
2002
Headquarters
Indianapolis, IN
LinkedIn followers
901
At Artistic Strategies we provide more than financial planning services. We’re in the business of building trust and relationships. From that basis, we use detail, empathy, creativity, and transparency to help you develop your successful, life-long financial strategy.
Using a two-pronged approach of asset protection and wealth creation combined with knowledge, artistry, and empathy, Artistic Strategies helps you envision your ideal future and plan toward your biggest goals.
At Artistic Strategies, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.
Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
www.finra.org
www.sipc.org
Offices: 9265 Counselors Row, Suite 120, Indianapolis, IN 46240, US
Financial PlanningInsurancePortfolio Advisory ManagementRetirement PlanningEstate PlanningWealth ManagementEducation Planningand Business Planning