Entity Advisor

Position: Entity Advisor Location: Network Office (600 E. 96th Street Suite 100 Indianapolis, IN 46240)Type: Full-Time, Mon-Fri, in-person

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
RoleThe Entity Advisor is responsible for identifying and creating new client relationships outside of the existing Munder Financial client base. This individual helps oversee the firm’s ongoing service model for any newly onboarded clients, maintains and serves their own client base, and acts as a liaison between their clients and the operations team. The role of the Entity Advisor aims to help grow the firm by way of bringing in new prospects and referrals. As part of the Munder Financial team, the Entity Advisor supports the philosophy, principles, and practices of Northwestern Mutual and Munder Financial.
Responsibilities & Opportunity Generates referrals and new business from individuals outside of the firm.Delegates tasks to the operations team when appropriate via the operations manager.Conducts thorough fact finding, needs analysis, and make recommendations. Identifies and develops new business from existing client relationships.Prospects through Centers of Influence (COIs) and marketing events for new clients.Ensures that the firm’s outlined service model is being executed for their client base.Participates in marketing events to further additional client acquisition.Participates in team meetings to contribute to the growth, strategy, and positive culture of the firm.As a Munder Financial Advisor you will: Build—Work to build your knowledge of financial products and market trends. With a more personal approach, develop stronger relationships with clients and network to grow the firm.Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own—Take ownership of development and management of relationships as you help to scale an enduring firm. xzbcwsv Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs
Desired Skills and ExperienceBachelor’s degree or equivalent professional work experience.Investment licensed (SIE, Series 63, and Series 7) or willingness to obtain in a 6-month periodLife and Health licensed or willingness to obtain in a 3-month period4+ years of experience in financial sales or similar field preferredExcellent customer service and communication skillsProven track record of client acquisition and retentionStrong interpersonal and networking skillsHistory of success in a sales-oriented, client-facing roleLegal authorization to work in the United States
Benefits401(k) retirement plan with employer match once eligibleEmployer-subsidized health plans offeredFederal Holidays off with some optional flex days15 PTO days annuallyContinuing education requirements and other educational and training opportunities offeredFinancial incentive for professional accreditation