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ADAPTED_NOW

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Experience serving affluent or high-net-worth clients is highly desirable, particularly clients with $500,000+ in investable assets; experience with clients holding $1 million–$5 million or more is especially valuable. Information 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.

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Jobot

Financial Advisor

Information 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 developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

Licensed Paraplanner

Information 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. Job Details: We are seeking a dynamic Trust and Administration Associate who is passionate about the legal field, particularly in the areas of Wills, Probate, Real Estate Law, Wealth Management, Family Law, Generation Skipping, Fiduciary, and tax.

Trust and Administration Associate

Information 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.

REMOTE Tax Manager (International Tax) - Top 100 firm

FEED

Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

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This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. In 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.

The PNC Financial Services Group Inc

Wealth Advisor Regional Sales Manager - PNC Wealth Management

In 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.

Wealth Advisor - PNC Wealth Management

PNC Bank

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Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance. Job Description: At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

Regions Financial Corporation (NYSE:RF), with $121 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, mortgage, and insurance products and services. Regions serves customers in 16 states across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,700 banking offices and 2,000 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.

Regions Financial Corp

Private Wealth Management Wealth Advisor

The Private Wealth Advisors Intern will support the First Merchants Private Wealth Advisors team in conducting day to day business with exposure to business development, investment management, private banking, client management, retirement plan services, operations, as well as fiduciary and consumer investment services. First Merchants internship opportunities are available in a variety of business areas including Credit Administration, Commercial Banking, Consumer Banking, Treasury Management, Private Wealth, Technology, Human Resources, Marketing, Risk, Operations, and other business functions.

First Merchants Corporation

Intern - Private Wealth Advisor

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A 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 III

HUB 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. Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer Utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to d.

Hub International Ltd

Wealth Advisor & Education Consultant

Hub International Insurance

We 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.

Satori Digital

Senior Wealth Advisor

Forvis 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.

FORVIS, LLP

Senior Managing Advisor, Wealth Advisory

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. 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.

LPL Financial

Wealth Advisor - Security Federal Savings Bank

Wealth Advisor - VIA Credit Union

The Senior Wealth Advisor partners closely with internal specialist and external referral partners to help clients build, grow, and protect their wealth through tax-aware investment strategies aligned with their long-term objectives. The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Wealth Advisor - Hybrid

The 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.

Greenfield Banking Company

Wealth Advisor I

In 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 Advisor Jobs in Indiana

Financial Advisor Jobot

Licensed Paraplanner Jobot

Trust and Administration Associate Jobot

REMOTE Tax Manager (International Tax) - Top 100 firm Jobot

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Wealth Advisor Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management PNC Bank

Private Wealth Management Wealth Advisor Regions Financial Corp

Intern - Private Wealth Advisor First Merchants Corporation

Wealth Advisor III First Merchants Corporation

Wealth Advisor & Education Consultant Hub International Ltd

Wealth Advisor & Education Consultant Hub International Insurance

Senior Wealth Advisor Satori Digital

Senior Managing Advisor, Wealth Advisory FORVIS, LLP

Wealth Advisor - Security Federal Savings Bank LPL Financial

Wealth Advisor - VIA Credit Union LPL Financial

Senior Wealth Advisor - Hybrid Cetera Financial Group Inc

Wealth Advisor I Greenfield Banking Company

Wealth Management Advisor Horizon Bancorp

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