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600 East 84th Avenue, Merrillville, IN 46410

(219) 757-5665
centierinvestments@centierinvestments.com

Join Our Team

Grow With a Firm That Puts People First

At Centier Investment Services, we’re building something different: a fiduciary, service-first wealth management firm with the strength of a 130-year-old Indiana bank—and the flexibility of independent advisory. If you’re a financial advisor looking to do meaningful work without the pressure of sales quotas, we invite you to discover a better way to grow.

A Foundation You Can Build Your Practice On

A Foundation You Can Build Your Practice On

Centier Bank has served Hoosier families and businesses for over 130 years. As a Centier Investment Services advisor, you gain credibility with clients who already know and trust the Centier name. It’s a foundation of integrity you can build your practice on—while delivering independent, fiduciary advice.

Use Our Built-In Referral Network

Use Our Built-In Referral Network

You won’t have to start from scratch. Our strong connection with Centier Bank creates a steady stream of qualified client opportunities. As bank clients turn to trusted advisors for retirement, investment, and planning support, you’ll be right where they’re already looking for answers.

You’re Invited to a Culture of Care

You’re Invited to a Culture of Care

We believe in planning over pushing products. Here, advisors are empowered to build relationships—not meet sales targets. It’s a service-first culture where doing what’s right for the client isn’t just allowed—it’s expected. If you’re tired of high-pressure environments, you’ll feel the difference here.

Work With a Forward Thinking Firm

Work With a Forward Thinking Firm

We’re part of a growing institution that’s investing in people, platforms, and partnerships for the future. Whether you’re looking to expand your book, transition from another channel, or plan your eventual succession, you’ll find the support, flexibility, and tools you need to grow on your terms.

Advisors Who Thrive Here

Where you are now doesn’t matter as much as where you want to go. We welcome advisors from all backgrounds who want to build client-first practices with long-term support.

Experienced Advisors

Experienced Advisors

Bank-affiliated Investment Advisors

Bank-affiliated Investment Advisors

Licensed Bankers

Licensed Bankers

Licensed Assistants

Licensed Assistants

Be Our Guest to Build
Something Meaningful—Together

If you’re looking for a place to grow with integrity, serve with purpose, and
plan without pressure, we’d love to meet you. Talk to our leadership team
and explore what it’s like to join Centier Investment Services.

Start the Conversation

Expand What You Can Offer Clients

Deliver deeper value with advanced planning and investment experience and support. As part of our platform, you’ll gain access to a powerful bench of behind-the-scenes specialists and tools.

Advanced
Planning Team

Gain access to advanced planning expertise to support complex client needs—including business succession planning, tax optimization strategies, and high-net-worth estate planning.

Meet the Team

Investment Management Team

Benefit from institutional-level research, model portfolios, and portfolio construction strategies designed to help strengthen investment outcomes and support client confidence.

Meet the Team

Financial Plan Design Team

Use tools and support to build detailed, customized financial plans—helping you deliver greater clarity, alignment, and long-term confidence to every client you serve.

Meet the Team

End-to-End Advisor Support & Practice Management

Human Resources

Gain access to dedicated human resources and compliance support to help you manage transitions, stay aligned with regulations, and run your practice smoothly.

Practice Development 

Actively use coaching, resources, and strategies designed to help you grow your book, deepen client relationships, and scale your practice intentionally.

Backoffice Support

Our operational support allows you to spend less time managing logistics and more time focusing on serving your clients and growing your practice.

New Client Onboarding

From day one, you’ll have white-glove onboarding support to ensure new clients transition into your practice efficiently and with confidence.

Marketing Services

Whether you need email marketing, custom campaigns, or brand strategy, our marketing resources help you reach more of the right clients with a clear and compelling message.

Technology

Our integrated planning platforms like AdviceWorks®, reporting tools, and client portals make it easier to deliver smart, compliant, and purposeful financial advice.

How We Support Clients

Discover our values-driven planning process and how it empowers advisors to deliver personalized, lifelong guidance to every client.

Explore Our Approach

Who You’ll Work With

We serve hardworking individuals, families, retirees, and union members—who are looking for clarity, trust, and long-term financial confidence.

Meet Our Clients

Connect With Our Team

Want to learn more about joining Centier Investment Services? Reach out to start a confidential conversation—no pressure, just honest answers.

Start the Conversation