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Careers

Financial Consultant Associate

FINANCIAL CONSULTANT ASSOCIATE

Comprehensive Financial Consultants is a growing boutique wealth management firm based in Bloomington, IN dedicated to serving individuals and families in a fiduciary capacity.

 

The Opportunity

We are seeking a high integrity, hardworking Associate to join our team and tackle all aspects of the Financial Planning process. From communication and interaction with clients and multi-disciplinary professionals such as accountants and attorneys. This position offers the right candidate an amazing opportunity to join a collaborative team, build valuable analytical, strategic and relationship-building skills and create a fulfilling career helping others manage their financial lives, while shaping the future of an innovative firm.

 

What We Need

  • High personal and professional integrity
  • Critical and strategic thinker
  • Continuous learner
  • Foundation of quantitative and interpersonal relationship skills
  • Clear communicator- written and verbal
  • High attention to detail
  • Excellent listener
  • Team-oriented
  • Positive attitude
  • Self-starter

 

About the Position

  • Comprehensive Financial Consultants’ new team member will be mentored by Senior Advisors to learn all aspects of financial consulting in order to provide support to Senior Advisors and the firm’s clients.
  • You will hone skills in financial and investment analysis and effective client-centered communication in

order to help clients turn their wildest dreams into viable, long term goals and plans, and strengthen

relationships built on trust.

  • Over time, you will assume greater and greater responsibility with a goal of being

the lead advisor to select clients.

 

What Comprehensive Financial Consultants Offers You

  • Comprehensive Financial Consultants is a place where you will make an important difference in the lives of others.
  • As an integral member of the team, you will learn and strengthen both analytical and relationship

skills, while solving diverse, complex challenges for clients and the organization.

  • You will work alongside thoughtful, experienced and intelligent individuals who will coach you with a

supportive and positive attitude. We want you to thrive.

  • We respect the need for work-life balance. We work hard, but we also have fun and intentionally

balance professional development with personal growth and wellbeing.

  • Opportunity to earn a competitive overall compensation package commensurate with experience,

education and capabilities.

 

To Apply

Send your resume and cover letter to Comprehensive Financial Consultants at cfc@cfci.us

Apply with Resume and Cover Letter