Invst is a Registered Investment Advisory firm (RIA) founded by CEO Scott Jarred, who left corporate America 20 years ago to build a company dedicated to helping people create more for themselves.
Invst specializes in helping entrepreneurs leverage, grow, and protect their wealth, and we’ve helped thousands of people live the life they want. We currently serve over 2,500 households, with over $1B in assets under management, and have been featured in Forbes, Fortune, Money Magazine, and more.
We’re not money managers or advisors backed by Wall Street—we’re fiduciaries here to help you look at the whole picture when it comes to your finances.
We believe in starting with the end in mind
(the vision you have for your life) and using
rule-based investment strategies to help push
you towards that goal.
Because your finances should fuel the
life you want to live.
Invst is looking for a financial advisor with
2-5 years’ experience who loves working with clients but hates hunting for new ones. Our W-2 advisor position manages the comprehensive financial planning process for new and existing clients. The position has a dedicated paraplanner and investment team support.
Must have series 65 or 66 to qualify. CFP preferred or willingness to get CFP designation.
Contact email@example.com if interested.
The paraplanner assists an Advisor in developing and/or preparing the financial plan for our client. The paraplanner is a key function on the advisor team to lead the back-office duties for client service and planning. Paraplanner certification preferred, or willing to get certification.
We have an amazing team of paraplanners who routinely work together to share best practices and find more intimate ways to serve our clients.
To find out more, please email
Invst is looking for a dedicated and capable Director of Investment Operations to oversee and lead our investment and trading operations onsite in our Indianapolis, IN office. A CFA® designation is preferred.