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Finance Team Managing Partner
$108,000 - $187,000 / year
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Job Description
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.
- Outside of Work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.
- About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.
- Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood.
- Time in Seat: 4 years as Managing Partner.
- Outside of Work: Enjoys golfing, traveling, and volunteering in his local community.
- About: Married with two children, integrates his passion for sports and community service into his personal and professional life.
- Experience: Senior Financial Advisor at MWA.
- Time in Seat: 7 years in Wanatah, Indiana.
- Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family.
- About: Focuses on fostering strong personal and financial relationships.
- Prior Experience: Former counselor, now a Financial Advisor at MWA.
- Time in Seat: 1 year in the financial sector.
- Outside of Work: Plays professional soccer for Indy Eleven.
- About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.
- A Winning Culture: We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.
- Quality Training and Development: With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.
- Exceptional Earning Potential: Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.
- Growth: Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights.
- Starting income ranging from $108K to $187K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
- Exclusive training/development with the financial services professional supporting you.
- An environment and culture of mutual support and growth.
- Attainment of prestigious credentials and recognition.
- Consistent opportunities for growing your income and character.
- Strong benefits and retirement package.
- 401(k) with matching
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Desire to create deep rooted connectedness in your community.
- Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
- Life License
- Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain)
Flexible work from home options available.
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