Careers at Artistic Strategies
Build Your Career at Artistic Strategies
Artistic Strategies is a growing, advisor-owned wealth management firm based in Indianapolis. We provide comprehensive financial planning, investment management, retirement planning, insurance strategies, and ongoing client service to individuals, families, and business owners.
Unlike many large financial institutions, our firm combines the resources and opportunities of an established organization with the personal, collaborative environment of an independent practice. Our advisors and support professionals work closely together, allowing employees to gain meaningful experience, build strong client relationships, and see the direct impact of their work.
We are committed to developing talented professionals at every stage of their careers. Team members receive hands-on training, access to experienced advisors and industry professionals, and opportunities to expand their knowledge of financial planning and wealth management. We value people who are organized, dependable, curious, and genuinely enjoy helping others.
Our culture is built around teamwork, accountability, continuous learning, and exceptional client service. Employees are not expected to succeed alone or rely on cold calling to build a career. We have an established client base, growing business opportunities, and a team structure designed to help professionals develop their skills and advance within the firm.
At Artistic Strategies, we are building more than a financial services company. We are creating a workplace where talented people can grow, contribute, and build long-term careers while helping clients make confident financial decisions.
Established Clients
Our advisors support professionals work with existing clients and firm-generated opportunities. We do not build careers around cold calling strangers.
Training and Development
We invest heavily in training, mentoring and professional growth.
Room to Grow
As the firm expands, employees have opportunities to take on greater responsibility and build long-term careers.
Associate Advisor
Description
If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities.
That's not how we operate.
Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best: building relationships, delivering advice, and providing an exceptional client experience, not spending their days chasing leads.
As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career, not making cold calls or trying to convince strangers to become clients.
Because we're advisor-owned, decisions are made here, not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams.
If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.
Requirements
Support Advisor (Path to Lead Advisor) – Indianapolis, IN
We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.
If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.
What You’ll Do
- Attend client meetings
- Prepare meeting agendas, gather data, and create follow-up communications
- Deliver exceptional client service and support
- Handle client inquiries professionally and promptly
- Maintain accurate CRM records
- Support financial plan preparation and data input
- Participate in team meetings and collaborative projects
What You Bring
- Strong client service and communication skills
- Proven experience in customer satisfaction roles
- Basic understanding of finance
- Ability to multitask in a fast-paced environment
- Excellent attention to detail
- Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
Why Join Us
- Clear, structured track to Lead Advisor
- Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
- Collaborative, professional culture
- Opportunities to take on more responsibility as you progress
- Competitive compensation and benefits
Benefits
- Medical, Dental & Vision Insurance
- 401(k)
- Short-Term & Long-Term Disability
- Career development support
This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time
Requirements
Education & Experience
- Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
- 1–3 years of experience in financial services, client service, or professional office environment
- Experience supporting advisors, planners, or client service teams a plus
- Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
- Basic understanding of financial planning concepts, investment types, and account structures
- Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
- Exceptional verbal and written communication skills
- Ability to explain processes clearly and professionally
- Demonstrated success in high-touch client service roles
- Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
- High attention to detail with low error rates
- Ability to manage multiple tasks in a fast-paced environment
- Strong problem-solving skills with the ability to anticipate advisor and client needs
- Skilled at organizing data and preparing meeting materials
Professional Attributes
- Team-player mindset with a willingness to learn and grow into an advisor role
- Resourceful, self-motivated, and takes ownership of work
- Maintains confidentiality and handles sensitive information appropriately
- Positive attitude, adaptable, and calm under pressure
Client Service Associate
Description
The Client Service Associate (CSA) provides critical support to the firm and our daily operations.
Primary duties include:
- Account Openings
- Money Movement (Journal/ACH/Wire)
- Account Maintenance
- Resolve custodial issues
- Trading/Rebalancing Accounts
- Other duties as assigned
Requirements
- Financial Services Experience
- Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
- Strong attention to detail while working in a fast-paced environment.
- Ability to work independently and with a team.
- HS diploma or equivalent required; college experience preferred.
Don't see the right opening?
We are always interested in meeting talented professionals who believe in thoughtful client service, continuous learning and collaborative work. If none of our current openings match your background, you are welcome to introduce yourself.
Email your resume to: Janna.h@artisticstrategies.com
Artistic Strategies is an equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status or any other status protected by applicable law.