NewClient Account Representative - Remote JobotClient Account Representative - RemoteIndianapolis, INRemote$22–$25 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewREMOTE Tax Manager (International Tax) - Top 100 firm JobotREMOTE Tax Manager (International Tax) - Top 100 firmIndianapolis, INRemote$95,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
Private Wealth Advisor 619 RecruitingPrivate Wealth AdvisorIndianapolis, INCollaborate with internal teams (e.g., investment analysts, tax specialists, estate planners) and external advisors (e.g., attorneys, CPAs) to deliver holistic client solutions. The ideal candidate combines deep financial expertise with a client-centric approach to develop tailored strategies for wealth preservation, growth, and legacy planning.
Wealth Advisor III First Merchants CorpWealth Advisor IIIIndianapolis, INA little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients.
Wealth Advisor & Education Consultant Hub International InsuranceWealth Advisor & Education ConsultantIndianapolis, IndianaHUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services.
Wealth Advisor & Education Consultant Hub International LtdWealth Advisor & Education ConsultantIndianapolis, INHUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services.
Wealth Advisor Goelzer Investment Management, IncWealth AdvisorCarmel, INJob Summary: We are seeking an experienced and relationship‑driven Wealth Advisor to deliver comprehensive financial guidance to high‑net‑worth individuals and multi‑generational families. This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer wealth with confidence.
Senior Wealth Advisor Satori DigitalSenior Wealth AdvisorIndianapolis, IndianaWe are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. With our target clientele holding $2M+ in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment.
Senior Managing Advisor, Wealth Advisory FORVIS, LLPSenior Managing Advisor, Wealth AdvisoryIndianapolis, INForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Senior Wealth Advisor WealthBridge Financial GroupSenior Wealth AdvisorZionsville, IN$120,000–$170,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Private Wealth Advisor WealthBridge Financial GroupPrivate Wealth AdvisorNoblesville, IndianaJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Private Wealth Management Wealth Advisor Regions Financial CorpPrivate Wealth Management Wealth AdvisorIndianapolis, INEight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services). Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS).
Wealth Advisor - VIA Credit Union LPL Financial Holdings IncWealth Advisor - VIA Credit UnionMarion, IN$58,500–$70,000 / yearRequirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Wealth Advisor - Security Federal Savings Bank LPL Financial Holdings IncWealth Advisor - Security Federal Savings BankLafayette, IN$58,500–$70,000 / yearRequirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Managing Advisor, Wealth Advisory FORVIS, LLPManaging Advisor, Wealth AdvisoryIndianapolis, INForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Wealth Advisor I Greenfield Banking CompanyWealth Advisor IGreenfield, IndianaThe ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion for building long-term client relationships and delivering comprehensive financial advice. We are seeking a client-focused Wealth Advisor who is experienced in delivering investment advisory services.
NewSenior Wealth Advisor for High-Net-Worth Clients Forvis Mazars USSenior Wealth Advisor for High-Net-Worth ClientsIndianapolis, INThe ideal candidate will assist in creating, implementing, and monitoring comprehensive wealth management strategies, ensuring timely project delivery and budget adherence. Forvis Mazars US in Indianapolis seeks a Wealth Management professional to deliver personalized financial strategies for high-net-worth clients.
NewManaging Advisor, Wealth Advisory Forvis Mazars, LLPManaging Advisor, Wealth AdvisoryIndianapolis, INWhat You Will DoServe on a team of Wealth Management professionals serving high-net-worth clientsAssist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:Financial PlanningRetirement PlanningInvestment ManagementEducation PlanningEstate & Legacy PlanningTrust AdministrationSurvivor AssistanceDevelop and maintain in‑depth expertise and global knowledge of wealth management servicesManage and prioritize multiple concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Minimum QualificationsBachelor's Degree5+ years of relevant experience in financial planning, including serving as a lead advisor to high‑net‑worth familiesOne of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JDPreferred QualificationsFinancial Planning DegreeWhat We OfferOur robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service.
Wealth Management Advisor WestPoint Financial GroupWealth Management AdvisorIndianapolis, IN$50,000–$100,000 / yearJoin one of the Midwest’s most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. You’ll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.
NewWealth Management Advisor Horizon BancorpWealth Management AdvisorIndianapolis, INIn conjunction with assigned Trust Officer(s), provide customer service to grantors, beneficiaries, co-trustees and attorneys relating to these assigned accounts, giving expert advice and counsel in the area of personal trust products, services and financial plans. 10 or more years of experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IIIndianapolis, IndianaThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
J.P. Morgan Wealth Management - Private Client Advisor - Greenwood, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Greenwood, INGreenwood, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Portage, IN (Willowcreek) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Portage, IN (Willowcreek)Portage, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield)Greenfield, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westfield, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westfield, INWestfield, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northwest Indiana JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northwest IndianaSaint John, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bloomington/Bedford, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bloomington/Bedford, INBloomington, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, INIndianapolis, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch)Noblesville, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank)Indianapolis, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Columbia City, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Columbia City, INColumbia City, INFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield)Greenfield, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. • At least 2 years in a Financial Advisor role or equivalent financial services experience • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners • Demonstrated ability and commitment to goals-based planning and advice • A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Lafayette, IN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lafayette, INLafayette, INUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westfield, IN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westfield, INWestfield, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch)Noblesville, INUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank)Indianapolis, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. • At least 2 years in a Financial Advisor role or equivalent financial services experience • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners • Demonstrated ability and commitment to goals-based planning and advice • A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Portage, IN (Willowcreek) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Portage, IN (Willowcreek)Portage, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementIndianapolis, IN$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewWealth Trust Advisor - Drive fiduciary impact & growth roleWealth Trust Advisor - Drive fiduciary impact & growthIndianapolis, INThe ideal candidate should have a Bachelor's degree and at least five years of experience in Trust Administration or related fields. Role, Inc. is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana.
NewWealth Advisor, Indiana Market Build Relationships Bank of AmericaWealth Advisor, Indiana Market Build RelationshipsIndianapolis, INThis role requires current Series 7 & 66 licenses, a minimum of one year of experience in financial services, and strong relationship-building skills. The ideal candidate is results-oriented with a proven ability to engage clients and recommend financial solutions.#J-18808-Ljbffr.
NewCFP Wealth Advisor: Client Impact & Growth Wealthbridge-Financial-GroupCFP Wealth Advisor: Client Impact & GrowthFort Wayne, INAs a key part of our team, you will utilize advanced financial tools and collaborate with industry experts to offer comprehensive solutions, including investment opportunities and retirement planning. WealthBridge Financial Group is looking for a results-oriented Certified Financial Planner to join our team in Fort Wayne, Indiana.
Private Wealth Management Trust Advisor Regions Financial CorpPrivate Wealth Management Trust AdvisorIndianapolis, INFive (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services). Acts independently using judgment while developing knowledge to understand the function and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products.
Wealth Planner Huntington Bancshares IncWealth PlannerIndianapolis, INThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
NewWealth Planner Huntington BankWealth PlannerIndianapolis, INThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties and ResponsibilitiesLead financial planning engagements for clients with a net worth of $1-10M.Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
VP, Wealth Management Everwise Credit UnionVP, Wealth ManagementSouth Bend, IndianaThe VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. Position Summary : The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union’s Wealth Management function.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBloomington, INHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Wealth Strategist Fifth Third BankSenior Wealth StrategistIndianapolis, Indiana$121,900–$262,100 / yearQualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in: Wealth Strategy Expertise: Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.
Director, Wealth Strategist FORVIS, LLPDirector, Wealth StrategistIndianapolis, INThe Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client's goals-ensuring peace of mind and long-term financial well-being.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerIndianapolis, IN$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)INPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.