Entity Advisor

Position: Entity Advisor

Location: Network Office (600 E. 96th Street Suite 100 Indianapolis, IN 46240)

Type: Full-Time, Mon-Fri, in-person

1. Role

The 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. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Desired Skills and Experience

• Bachelor’s degree or equivalent professional work experience.
• Investment licensed (SIE, Series 63, and Series 7) or willingness to obtain in a 6-month period
• Life and Health licensed or willingness to obtain in a 3-month period
• 4+ years of experience in financial sales or similar field preferred
• Excellent customer service and communication skills
• Proven track record of client acquisition and retention
• Strong interpersonal and networking skills
• History of success in a sales-oriented, client-facing role
• Legal authorization to work in the United States

Benefits

• 401(k) retirement plan with employer match once eligible
• Employer-subsidized health plans offered
• Federal Holidays off with some optional flex days
• 15 PTO days annually
• Continuing education requirements and other educational and training opportunities offered
• Financial incentive for professional accreditation