FPA Members and Partners

 Any FPA Member and Partner can post a job opening at his/her firm.

 Rate: $100 for 60 days (payment must be received prior to posting on the website).

 For job posting: email the name of position, details on the position, contact for inquiries and all other pertinent information to Chapter Executive at: roxanne.mcgettigan@fpaindiana.org.

CLICK HERE to find jobs on the FPA National site.
to find jobs on the CFP Board site.

Current Local Opportunities:

April 11, 2024

FPA Greater Indiana - Forvis logo






Managing Advisor | Wealth Management
Location: Indianapolis, IN

Description & Requirements:

FORVIS Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of FORVIS, is seeking to add an experienced wealth management professional to its FORVIS Private Client team in our Indianapolis, IN, practice. We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve.

How you will contribute:

  • Lead a team of Wealth Management professionals serving high-net worth clients
  • Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:                                                                                                                                   
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Education Planning
    • Estate & Legacy Planning Trust Administration
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services
  • Coordinate and work on multiple concurrent client projects
  • Actively participate in business development activities to identify, pursue & acquire new clients
  • Develop contacts with others in the business, professional or civic community

We are looking for people who have Forward Vision and:

  • High emotional intelligence and a strong desire to provide outstanding client service
  • Ability to communicate both up and downstream and exercise judgment in assessing client interactions
  • Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
  • Strong communication techniques, both written and verbal


  • Bachelor's degree is required; Financial planning degree preferred
  • 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families
  • One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

Click here for more information.

If interested, please contact Alex Frolia; alex.frolia@forvis.com


April 1, 2024

Greater Indiana Magellan Federal Logo







Personal Financial Counselor

Locations: Terre Haute, Grissom ARB

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular inservices/training, quality improvement committees or        other contract activities as assigned/appropriate.
  • All other duties as assigned.

Other Job Requirements

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 
Must be a U.S. citizen and speak fluent English.
Be able to obtain a favorably adjudicated Tier 1 investigation.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Must have over a thousand hours of financial counseling experience.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Click here for more information for Personal Financial Counselor, Grissom Army Reserve Base, IN

Click here for more information for Personal Financial Counselor, Terre Haute, IN