Financial Advisor - $100M Succession Opportunity (Richmond, IN) (On-Site)

Join a $1.5 Billion Wealth Management Firm and Step Into an Established Client Base

Beyond Wealth Advisors, is a private wealth advisory practice of Ameriprise Financial Services, LLC is seeking an experienced Financial Advisor to join our Richmond, Indiana office.

This is a unique succession-planning opportunity for an advisor who wants to serve an established client base, supported by a deep bench of planning, service, and operational professionals.

The successful candidate will work alongside a veteran advisor who plans to retire in March 2028, creating a structured transition into leadership of a well-established wealth management practice representing approximately $100 million in client assets.

Learn more about our firm at www.beyond-wealth-advisors.com.

Compensation & Benefits

Base Salary: $95,000 - $150,000

In addition to base compensation, advisors may be eligible for:

• Performance-based bonus opportunities
• 401(k) with company contributions
• Medical, dental, and vision insurance
• Life and disability insurance
• Paid time off and holidays, paid sabbatical
• Professional development support
• Licensing and designation assistance

What Makes This Opportunity Different?

Unlike many advisor positions that require building a book from scratch, this role offers a defined succession path into an existing and established client base.

You'll be supported by:

• A dedicated full-time Client Service Specialist
• Licensed paraplanning support
• Investment and portfolio management resources
• Marketing and business development support
• Operations and administrative professionals
• An experienced leadership team

Our advisors focus on building meaningful client relationships while leveraging a robust support structure that allows them to spend more time advising and less time on administrative responsibilities.

About Beyond Wealth Advisors

Beyond Wealth Advisors currently manages more than $1.5 billion in client assets and serves individuals, families, business owners, retirees, and multigenerational households.

We believe financial planning is about more than investments. Our team helps clients navigate retirement planning, wealth preservation, risk management, tax-efficient strategies, estate planning coordination, and legacy planning through a comprehensive and relationship-focused approach.

Our culture is built on:

• Integrity
• Empathy
• Collaboration
• Professional excellence
• Community involvement
• Long-term client relationships

Qualifications

Candidates should possess:

• 5+ years of financial advisory experience
• Series 7 license
• Series 66 license (or Series 65 and Series 63)
• Insurance and Variable Products licenses
• Advanced Designations preferred
• Strong relationship management and communication skills
• A desire to become an active member of the Richmond community
• Upon joining the firm, advisors will be expected to pursue an advanced professional designation such as the APMA®, CRPC®, CFP® designation.

The Ideal Candidate

We're seeking a motivated advisor who is passionate about helping clients make informed financial decisions and who wants to build a long-term career within an established and growing organization.

The ideal candidate values relationships, embraces comprehensive financial planning, and is excited about the opportunity to eventually assume responsibility for a thriving wealth management practice.

Apply Today

We look forward to learning more about your background, professional goals, and interest in joining Beyond Wealth Advisors.