Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Pro: Flexible Schedule & Wealth Planning

Bankers Life

Bankers Life, Indianapolis, IN, is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. If you enjoy helping others reach financial goals, networking, and thinking critically, this is a chance to start a rewarding career with a leading financial services company. Our award-winning training provides the knowledge, support, and resources you need to succeed. You can build wealth management skills, serve clients, and pursue leadership and wealth #J-18808-Ljbffr Bankers Life

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Pro: Flexible Schedule & Wealth Planning in Indianapolis, IN vacancy
  • Huntington Bancshares, Inc. is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role will...  ...office-based work environment with potential for flexible arrangements. #J-18808-Ljbffr Huntington Bancshares... 
    Flexible hours
    Remote job
    Work at office

    Huntington Bancshares, Inc.

    Indianapolis, IN
    1 day ago
  • A financial services institution is hiring a Wealth Planner in Indianapolis, IN. This role requires delivering high-quality financial planning services to clients with a net worth of $1-10M. Responsibilities...  .... The position embraces a flexible work arrangement, mixing in-... 
    Flexible hours
    Work at office
    Remote work

    Huntington Bancshares, Inc.

    Indianapolis, IN
    5 days ago
  •  ...Indianapolis is seeking a Senior Wealth Strategy Consultant to engage in...  ...on advanced retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations weekly, leveraging...  .... The position offers flexible scheduling and a remote work environment... 
    Flexible hours
    Remote job

    Curvion Blue

    Indianapolis, IN
    4 days ago
  •  ...Regions’ Retention Schedule for a minimum of...  ...Regions, the Private Wealth Management Trust...  ...providing advisory services and support to...  ...assessing a client's financial situation to retain...  ...Law, Financial Planning, or relevant experience...  ...Savings Account Flexible Spending Account... 
    Flexible hours
    Full time
    Work at office

    Regions Bank

    Indianapolis, IN
    5 days ago
  •  ...Merchants is seeking a Wealth Advisor III to join...  ...team. Leverage pre-call planning and post-call debrief...  ...delivery of comprehensive financial solutions for...  ...clients. Transition service of new clients to the...  ...k Health Savings and Flexible Spending Accounts Vacation... 
    Flexible hours
    Local area

    First Merchants Corporation

    Indianapolis, IN
    5 days ago
  •  ...Merchants is seeking a Wealth Advisor III to join...  ...team. Leverage pre-call planning and post-call debrief...  ...delivery of comprehensive financial solutions for...  ...clients. Transition service of new clients to the...  ...k Health Savings and Flexible Spending Accounts Vacation... 
    Flexible hours
    Local area

    First Merchants Bank

    Indianapolis, IN
    3 days ago
  • Savvy Wealth invites experienced financial advisors to build their own advisory practice powered by Savvy's...  ...advisor across investment strategy, tax planning, retirement and estate planning,...  ...freedom to keep your own brand. Flexible remote and hybrid options are available... 
    Flexible hours
    Remote job

    Savvy Wealth

    Carmel, IN
    2 days ago
  • $40k - $65k

    Join to apply for the Financial Services Professional - Indianapolis, IN role at...  ..., access to mentors, and flexible work schedules. As a Financial Services Professional...  ...including leadership, wealth management, and retirement planning. What makes a great Financial... 
    Flexible hours
    Work at office

    Bankers Life

    Indianapolis, IN
    5 days ago
  • $99k - $266k

     ...Industry/Sector: Asset and Wealth Management Time Type: Full...  ...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These...  ...You will review and analyse financial data, prepare and file tax returns... 
    Full time
    H1b

    PwC

    Indianapolis, IN
    5 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward...  ...society. We are an innovative, flexible, and inclusive organization...  ...adjust the branch business plan to increase branch effectiveness...  ...enjoy flexibility in their schedule and, where required by... 
    Flexible hours
    Work at office
    Work from home
    Home office

    Edward Jones

    Indianapolis, IN
    2 days ago
  • $60k - $80k

     ...Employee discounts Flexible schedule Opportunity for advancement...  ...dedicated to providing excellent service that makes a positive impact...  ...a claim or personalize a plan, we believe in doing...  ...This busy insurance and financial services office has a passion... 
    Flexible hours
    For contractors
    Work at office
    Relocation package

    State Farm

    Indianapolis, IN
    5 days ago
  •  ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized...  ...and institutions. Industry Financial Services Type Privately Held About the...  ...tax, estate, charitable, and retirement planning. The company values deep planning over... 

    Confidential

    Carmel, IN
    3 days ago
  • $55k - $65k

     ...only State Farm insurance and financial service products. Establish...  ...options. Develop leads, schedule appointments, identify customer...  ...and personal/sick days) Flexible hours Growth potential/Opportunity...  ...Home insurance Life insurance Retirement planning... 
    Flexible hours
    For contractors
    Work at office

    Joshua Lane - State Farm Agent

    Carmel, IN
    3 days ago
  •  ...Encino office, hybrid schedule is preferred....  ...throughout the year on tax planning, consulting...  ...controllership services. In addition we need...  ...compiled and reviewed financial statements....  ...of our work, our flexible work environment and...  ...Multi-generational wealth transfer strategies... 
    Flexible hours
    Full time
    Work at office
    Local area
    Remote work

    Cerity Partners

    Indianapolis, IN
    1 day ago
  •  ...LMH is a full-service CPA firm located in Indianapolis, Indiana...  ...experience in auditing, tax planning and compliance, not-for-profit...  ...estate and trust reporting, financial statement preparation,...  ...01(k) with Company Matching Flexible Schedule Life Insurance Paid Time Off... 
    Flexible hours
    Work at office
    Work from home
    Night shift

    L.M. Henderson & Company

    Indianapolis, IN
    1 day ago
  •  ...delivering extraordinary customer service while maintaining a strong commitment...  ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... 

    Aumni

    Greenwood, IN
    2 days ago
  • $77k - $214k

     ...Industry/Sector: Asset and Wealth Management Time Type: Full...  ...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These...  ...You will review and analyse financial data, prepare and file tax returns... 
    Full time
    H1b

    PwC

    Indianapolis, IN
    2 days ago
  •  ...largest healthcare, life sciences, financial services, and government organizations worldwide...  ...for candidates willing to work a flexible hybrid schedule who are based in Indianapolis, IN or...  ...lifecycle while driving global workforce planning and candidate experience initiatives... 
    Flexible hours
    Remote work
    Worldwide

    Onebridge

    Indianapolis, IN
    1 day ago
  •  ...Indianapolis is seeking driven individuals for a wealth management career. This role involves...  ..., developing personalized financial strategies, and providing product consultations...  ...continuous learning opportunities. A flexible work schedule and comprehensive benefits are... 
    Flexible hours

    Equitable Advisors

    Indianapolis, IN
    4 days ago
  • $15 - $20 per hour

     ...Bonus based on performance Flexible schedule Opportunity for advancement...  ...on community outreach, event planning, and event execution for our...  ...bartending, retail, or customer service Event planning or community...  ...with their insurance and financial service needs, including Auto... 
    Flexible hours
    Hourly pay
    Extra income
    Part time
    Work at office
    Local area

    Insurance4indy

    Indianapolis, IN
    2 days ago
  • Entry Level Financial Services Representative (Flexible and Remote) 1 day ago Be among the first 25 applicants Get...  ...Debt Management Services Estate Planning with our legal team Various Life Insurance...  ...Final Expense Planning Work Schedule Part Time: 10-20 hours per week,... 
    Flexible hours
    Remote job
    Full time
    Part time
    Work at office
    10 hours per week

    TFA

    Indianapolis, IN
    5 days ago
  • $55k - $60k

     ...marketing relevant products and services. Grow your career as you...  ...performance, competitive salary, flexible schedule, opportunity for advancement...  ...with their insurance and financial services needs, including...  ...Life Insurance, and Retirement Planning. Our office is located in... 
    Flexible hours
    For contractors
    Work at office

    Paul Bryan Inc

    Indianapolis, IN
    3 days ago
  • $15 - $20 per hour

     ...Bonus based on performance Flexible schedule Opportunity for...  ...on community outreach, event planning, and event execution for our...  ...bartending, retail, or customer service Event planning or...  ...customers with their insurance and financial service needs, including Auto... 
    Flexible hours
    Hourly pay
    Extra income
    Part time
    For contractors
    Work at office
    Local area

    State Farm

    Indianapolis, IN
    2 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Indianapolis...  ...extraordinary customer service while maintaining a strong commitment...  ...solutions to meet their financial needs. Job Responsibilities...  ...and commitment to goals‑based planning and advice. A valid and... 

    JPMorganChase

    Indianapolis, IN
    3 days ago
  •  ...Overview WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position...  ...investment opportunities, retirement planning, and wealth management...  ...dedicated to delivering exceptional service and fostering long-term client relationships... 

    Wealthbridge-Financial-Group

    Greenwood, IN
    1 day ago
  • $101.5k - $169.1k

     ...communications team, responsible for planning, executing, and measuring both...  ...work‑life balance, flexible time‑off policies and accommodating work schedules. Comprehensive healthcare, with...  ...Familiarity with the automotive, financial services, or B2B business sectors... 
    Flexible hours

    Cox

    Carmel, IN
    1 day ago
  •  ...Wealth Advisor We are seeking an experienced and relationship...  ...Advisor to deliver comprehensive financial guidance to high-net-worth...  ...role blends strategic financial planning, investment management, and...  ...to exceptional client service. Key Responsibilities... 

    Goelzer Investment Management

    Carmel, IN
    4 days ago
  •  ...Company parties Dental insurance Flexible schedule Health insurance Opportunity for...  ..., established in 1883, is a fraternal financial services organization dedicated to providing...  ...support. Life insurance and retirement plan options. Comprehensive benefits... 
    Flexible hours
    Work at office
    Local area
    Work from home

    Hill Region - Modern Woodmen of America

    Indianapolis, IN
    1 day ago
  • $157.2k

     ...multigenerational families manage financial complexity with confidence....  ...holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers...  ...robust total rewards program and flexible work environment reflect our commitment... 
    Flexible hours
    Hourly pay
    Work at office

    Forvis Mazars, LLP

    Indianapolis, IN
    2 days ago
  • $65k - $90k

     ...insurance agency in Indianapolis is seeking an Insurance and Financial Services Position - State Farm Agent Team Member. This full-time...  ...ranges from $65,000 to $90,000 per year, alongside benefits such as health insurance and a flexible schedule. #J-18808-Ljbffr Jeffkolp
    Flexible hours
    Full time

    Jeffkolp

    Indianapolis, IN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Pro: Flexible Schedule & Wealth Planning. Be the first to apply!