5 financial planning advisor jobs found in Indianapolis

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Job Title: Change Manager Number of Positions: 1 Location: Indianapolis, IN Location Specifics: Fully Remote Job Summary: Renaissance Benefits is hiring an experienced Change Manager to join our growing team! At Renaissance, the Change Manager will help drive the successful adoption of strategic initiatives, business transformations, and operational improvements across the organization. Reporting to the Director, Strategic Enablement within the PMO, this role will serve as a trusted advisor to leaders and project teams by developing change strategies, engaging stakeholders, managing communications, and ensuring employees are prepared to embrace new processes, technologies, and ways of working. The ideal candidate is a collaborative and influential change leader who can navigate complex initiatives, build organizational readiness, and help maximize the value and long-term success of transformational efforts.  The role requires someone who understands AI...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.  HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.  What We Offer You   At HUB...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Internal Audit Director is responsible for directing the operational, financial and compliance audits under the direction of the Sr. Director, Internal Audit, including risk assessments, risk and control identification, audit plan design, leading meetings with management, and report writing. This individual must be a good business partner throughout the enterprise. This individual will be responsible for supervising, directing, training, and coaching lessor experienced team members. This individual must have adequate and up-to-date technical knowledge in such...