Broker Check

We are a twenty-three year strong firm, with a cumulative of over fifty years of industry experience. 

Michael D. Fields, CFP® began his financial services career in 1993 upon graduation from college. After experiencing several years as an adviser, manager and trainer he decided to hone his personal passion to create an environment for advisers to grow, optimize and monetize their practice. It is a personal passion to bring to the table all of the resources he can find to allow advisers to spend more time developing and consulting with their investors and less time with the day-to-day business processes.

Our team concept at Comprehensive Retirement Solutions supports internal clients, external clients, affiliated advisors and CRS Tax Solutions. We support these arms of the company by providing research, resources, expanded folio of products, fully functional office in Carmel, IN, support team, marketing support, annual marketing strategic planning, online technical support for sales and service, access to programs for education and development, wealth management resources, sales and support. 

For advisors looking to grow their book of business, as well as assets under management, we encourage you to consider our OSJ. You will be provided with a diverse portfolio of products and services and be backed by a Broker Dealer with commitment to your personal and professional development. Advisors please feel welcome to reach out to Michael D. Fields, CFP®, Principle of Comprehensive Retirement Solutions at mike@crsindiana.com or 317.844.5100 x11. 

 

Executive Specialist

This position would directly support the President and VP of Communications with routine reporting, office support, external advisor activities, CRM maintenance and special projects.

Routine tasks include compliance and recommendation reporting, internal and client tracking, maintaining and coordinating logs, registration maintenance, internal assignment audits, staff reporting, meeting statistics and office liaison responsibilities.

This position would additionally support the recruiting function of the President; including participation in weekly routine meetings and Broker Dealer calls.

Knowledge of CRM database, financial reporting software, dictation software and financial services experience helpful.

CRS offers medical, dental, 401k participation and gym membership.

Email resume to: Tifney@crsindiana.com 

Junior Financial Advisor / Salaried

Responsibilities:

This position has the responsibility of servicing and administering current clients, jointly with the managing principal. This person will be required to gather, interpret, process and coordinate financial and investment data in order to assist in developing new client relationships and continue servicing established relationships.

Various daily activities include conducting client investment review meetings, setting up new investment accounts, running analysis reports, preparing and processing paperwork for client accounts, analyzing current accounts, trading investment accounts, communicating with wholesalers on behalf of clients, developing new business opportunities, and assisting with education programs relative to retirement plan participants.

Additionally, this position’s responsibilities include coordinating the CRS investment committee, keeping it’s records, and implementing the changes to the CRS investment models as recommended by the committee.

Compensation on a salary basis, and bonus eligible.

Requirements:

◦ Must have a minimum of two-years experience with investments, qualified retirement plans, long term care, and life insurance.

◦ Must have a Bachelor's degree in business, finance, financial planning, economics or accounting.

◦ Must have NASD licenses. (6 or 7; 63, 65 or 66)

◦ Indiana Life & Health license must be obtained prior to application.

◦ Excellent verbal, organizational and communication skills required.

◦ CFP® designation is a plus.

Position requires strong presentation skills, professional attire, and the ability to resolve issues effectively. Proficient use of industry-normal software (CRM, MS Office, etc.). Candidate must be familiar with standard concepts, practices, and procedures within financial services industry.


Position reports directly to the President.

CRS offers Medical, Dental, 401k and gym membership.

Apply Now!

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