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Make proactive calls to prospective and current clients to identify needs and resolve service issues. Through our Wealth Management division, we deliver customized retirement plan solutions that help employers and employees achieve financial security.

The National Bank of Indianapolis

Retirement Plan Services Officer - Wealth Management

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As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.

The Capital Group Companies, Inc.

XC Wealth Management Consultant - Indianapolis

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Wealth Management Intern (Summer 2027, Indianapolis)

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The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Director, Wealth Management Coaching & Consulting

Join 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.

WealthBridge Financial Group

Wealth Management Consultant

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Drive incremental growth in Wealth Active Clients, Wealth Deepening, New to Wealth, Penetration across client segments, wealth activation in new to bank clients, wealth management cross-sell, growth in digitally active wealth clients. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits.

Standard Chartered

Associate Director - Wealth Client Engagement

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Financial Inc

Divisional Director, Advisor Acquisition

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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US Bank

Wealth Management- Affluent Banker- Preble County

TEMPORARY

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is offering a paid Spring 2027 Internship in our Indianapolis, IN office that will provide exposure to the inner workings of a wealth management firm.

CAPTRUST

Spring 2027 Wealth Management Intern

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Prudential Capital Group LP

Performs administrative services sometimes confidential and complex in nature as instructed by Wealth Management Officer, Operations/Wealth Management Operations Leader as well as other Wealth Management Officers. Strong computer skills to include Microsoft Windows, Outlook, Word and Excel.

Jackson County Bank

Wealth Management Operations Specialist II

Assumes responsibility for the administration of investment management and Wealth Management accounts including trusts, estates, guardianships, agencies and retirement plans. A Bachelor degree in business, accounting or finance preferred or a minimum of 5 to 10 years related experience.

Wealth Management Officer

Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results.

Franklin Resources Inc

VP, Senior Advisor Consultant, Edward Jones

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

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

Manager, Tax

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Why This Opportunity Stands Out: Our client is seeking a Tax Manager to join a growing financial services and wealth management organization in the Indianapolis area. Experience preparing complex individual, partnership, S-Corp, corporate, and trust tax returns, along with strong client-facing communication skills.

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

Tax Manager

Leoforce - Creative Financial Staffing

The Senior Consultant serves as a subject-matter expert for complex high-net-worth and ultra-high-net-worth client needs, leads client and advisor discussions, and helps strengthen consistent Risk Advisory practices across SCAS. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency, typically developed through eight or more years of relevant experience, in: Insurance and Risk Analysis: Assessing life, disability, long-term care and annuity needs and evaluating existing and proposed solutions.

Fifth Third Bancorp

Senior Risk Advisory Consultant

Bachelor's degree required; Minimum of 8 years of trust administration experience; Requires extensive knowledge of estates, personal trusts, IRAs, and investment management accounts; Exceptional verbal and written communication skills; Highly proficient with Microsoft Office Suite (Word, Outlook, Excel, etc.). Manage all substantive issues arising within the estate or trust, including formation of budgets, preparation of annual accountings, purchase of suitable real estate, completion of tax documents, collection of assets, resolution of liabilities, review of legal documents and appearance before court.

Wintrust Financial Corp

VP, Trust Officer

The Global Trading Operations (GTO) brings together the Global Markets Middle Office Team, In-Country Markets Operations, Markets Reference Data, Markets Trade Control & Supervision and the CoE footprint to foster consistency in client and business face-off across products and geographies. The Global Markets Middle Office is a trusted partner to the business and delivers operational efficiency and superior risk management practices, providing critical trade support to Front Office whilst generating data-led actionable insights to drive informed decision-making.

Director, Mumbai Middle Office Lead

REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency, typically developed through 10 or more years of relevant experience, in: Advanced Insurance Planning: Evaluating and explaining sophisticated insurance structures within estate, liquidity, business succession and wealth-transfer planning. Player/Coach Leadership: Lead, coach and develop Risk Advisory consultants while maintaining an active portfolio of complex client engagements and serving as the senior escalation point for advanced insurance planning matters.

Wealth Advisor Jobs in Indiana

Retirement Plan Services Officer - Wealth Management The National Bank of Indianapolis

XC Wealth Management Consultant - Indianapolis The Capital Group Companies, Inc.

Wealth Management Intern (Summer 2027, Indianapolis) Corient

Director, Wealth Management Coaching & Consulting The Charles Schwab Corp

Wealth Management Consultant WealthBridge Financial Group

Associate Director - Wealth Client Engagement Standard Chartered

Divisional Director, Advisor Acquisition Prudential Financial Inc

Wealth Management- Affluent Banker- Preble County US Bank

Spring 2027 Wealth Management Intern CAPTRUST

Divisional Director, Advisor Acquisition Prudential Capital Group LP

Wealth Management Operations Specialist II Jackson County Bank

Wealth Management Officer Jackson County Bank

VP, Senior Advisor Consultant, Edward Jones Franklin Resources Inc

Financial Advisor Edward D Jones & Co LP

Manager, Tax Cetera Financial Group Inc

Tax Manager CFS

Senior Risk Advisory Consultant Fifth Third Bancorp

VP, Trust Officer Wintrust Financial Corp

Director, Mumbai Middle Office Lead Standard Chartered

Director, Risk Advisory Fifth Third Bancorp

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