Independent Financial Adviser
Kokomo,
United States
As an Independent Financial Adviser, you will build and grow your own practice while helping individuals, families, and businesses pursue their financial goals. You'll have the freedom to operate your business your way, backed by the support, resources, and technology needed to deliver exceptional client service.
This opportunity is ideal for experienced advisers who value independence, flexibility, and a collaborative culture that empowers them to focus on what matters most—their clients.
What You Bring to CFD
- Develop and maintain long-term relationships with clients built on trust and personalized advice.
- Create comprehensive financial plans tailored to each client's goals and circumstances.
- Provide investment, retirement, insurance, estate, and wealth management guidance.
- Conduct regular portfolio reviews and recommend appropriate strategies.
- Identify opportunities to grow your practice through referrals, networking, and business development.
- Stay informed on industry trends, market conditions, and regulatory requirements.
- Maintain accurate client records and adhere to all compliance standards.
- Collaborate with internal specialists and support teams to deliver an exceptional client experience.
Qualifications
- FINRA Series 7 and Series 66 (or Series 63/65) registrations, as applicable.
- Life and Health Insurance licenses preferred.
- Proven ability to build and manage client relationships.
- Strong interpersonal, communication, and presentation skills.
- Entrepreneurial mindset with a passion for growing a business.
- Commitment to providing objective, client-first financial advice.
- High ethical standards and professional integrity.
What You'll Enjoy
- The freedom to run your practice with independence and autonomy.
- Competitive compensation and flexible payout options.
- Access to professionally managed investment solutions and portfolio management resources.
- Dedicated compliance, operations, technology, and marketing support.
- Business development coaching and practice management resources.
- A collaborative culture where advisers receive personalized support—not just a rep number.
- The opportunity to serve clients with both traditional and Biblically Responsible investment strategies.
Who Thrives Here
Successful advisers are relationship-driven professionals who enjoy helping clients make confident financial decisions. They are motivated to grow their businesses, embrace innovation, and value being part of a firm that provides meaningful support while respecting their independence.
Whether you're looking for greater flexibility, enhanced resources, or a firm that recognizes you as more than an adviser number, this opportunity offers the platform to build the practice you've envisioned.