Senior Wealth Planner - High-Net-Worth Strategy
Huntington Bancshares, Inc.
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 include leading engagements, conducting discovery conversations, and collaborating with wealth advisors. Candidates should have a Bachelor’s degree, CFP® preferred, and at least 8 years of experience in financial planning. The position embraces a flexible work arrangement, mixing in-office and remote work for maximum effectiveness. #J-18808-Ljbffr Huntington Bancshares, Inc.
- A major financial institution is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. The role involves developing customized financial plans, conducting in-depth client conversations, and collaborating with...SeniorHigh net worthWork at officeFlexible hours
$96k - $181k
KeyCorp is seeking a Sr Fiduciary Strategist in Indianapolis, responsible for providing advisory services to high-net-worth clients. This role involves collaborating with the relationship management team to ensure fiduciary compliance and overseeing client relationships...SeniorHigh net worth$116k - $216k
KeyBank in Indianapolis is seeking a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios to meet their needs. This role involves deep collaboration with the relationship management team to achieve organizational goals and exceed...Senior$96k - $181k
...Elkhart Indiana Job Summary The Wealth Planner (Planner) is responsible for delivering... ...experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will... ...CRM tools Knowledge of investment strategies and financial planning for affluent clients...High net worthWork experience placementWork at officeFlexible hoursNight shift$100k
...Senior Wealth Advisor We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned... ...tailored wealth management strategies to high-net-worth...SeniorHigh net worth- Forvis Mazars, LLP seeks an experienced Wealth Management Advisor in Indianapolis, Indiana. The successful candidate will lead a team, assist high-net-worth clients in developing comprehensive wealth-management strategies, and engage in business development. A bachelor’...SeniorHigh net worthFlexible hours
- Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in Indianapolis. You will collaborate with a dedicated team to implement and monitor comprehensive wealth management strategies. The ideal...SeniorHigh net worth
- ...Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions.... ...planning ~ Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the...SeniorHigh net worthFlexible hours
- Corient Private Wealth LLC. is seeking a Senior Wealth Analyst in Indianapolis, IN. This full-time position focuses on assisting high-net-worth clients with financial planning, investment strategies, and estate analysis. The ideal candidate will have a Bachelor's degree...SeniorHigh net worthFull time
$157.2k
...Requirements The Private Client team helps high‑net‑worth individuals and multigenerational... ...Through a holistic approach that integrates wealth management, tax planning, and family... ..., Forvis Mazars delivers personalized strategies aligned with each client’s goals, ensuring...High net worthWork at office- Forvis Mazars US is seeking a Wealth Strategist in Indianapolis, Indiana. This role is crucial for the firm's Wealth Strategy platform and involves advising ultra-high net worth clients and families on complex financial matters. Candidates must have a bachelor's degree...High net worth
- A large investment advisory firm based in Indianapolis is seeking a Wealth Advisor to build and manage client relationships, primarily focused on high net worth individuals. Responsibilities include financial planning, client communication, and representing the firm professionally...SeniorHigh net worth
- ...experienced and relationshipdriven Wealth Advisor to deliver... ...confident in their financial strategy. Financial Planning & Advisory... ...partners (CPAs, attorneys, estate planners) to deliver integrated... ...professionalism. Success Traits High emotional intelligence and...SeniorHigh net worth
- ...Merchants Bank in Indianapolis is seeking a Senior Retirement Plan Consultant to serve as a... ...strategic consulting, and ensuring high-quality service delivery. Key responsibilities... ..., developing participant communication strategies, mentoring advisors, and managing compliance...Senior
$75k - $125k
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory... ...workflows, and continually developing strategies and solutions to better serve our... ...those around us with our commitment to high standards. At CAPTRUST, expect a fully...SeniorTemporary workWork at officeLocal areaFlexible hours- ...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
$96k - $181k
KeyBank seeks a Sr Fiduciary Strategist in Indianapolis to provide advisory services to high-net-worth clients. The role includes analyzing legal documents, leading fiduciary advice delivery, and collaborating with external advisors. Candidates should have a minimum of...SeniorHigh net worth- CAPTRUST is seeking a Wealth Planning Senior Associate to provide client wealth management solutions. Responsibilities include preparing financial plans, training teams on eMoney software, and supporting new office onboarding. Candidates should possess a Bachelor’s degree...SeniorWork at office
$96k - $181k
...responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key... ...deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hours- Corient Services LLC in Indianapolis is hiring for a financial planning position requiring a Bachelor's degree and CFP® certification. The role involves preparing financial plans, working closely with clients, and a minimum of 2-3 years’ experience in the field. With a ...Senior
- ...on site in the specified location. Schwab Wealth Advisory is Schwab's premier, fee-based,... ...of a fast-paced environment on a small, highly reciprocal team of 10-12 professionals. You... ...* Experience servicing high-net-worth clients preferred * Experience supporting...SeniorHigh net worthWork at office
- A consulting firm is seeking a Consultant/Senior Consultant to engage with state agencies and public sector leaders in Indianapolis, IN... ...role focuses on improving government programs and policy through high-impact initiatives, providing valuable insights, and managing...SeniorFlexible hours
- ...Senior Director, Principal Gifts About the Company Philanthropic organization... ...development of individualized engagement strategies that align with the organization's mission... ...in fundraising, particularly with high net-worth donors. The ideal candidate will have 8...SeniorHigh net worth
$129.5k - $186.1k
...transforming complex data into actionable insights. Key responsibilities include establishing operating cadences, collaborating with senior leadership, and managing stakeholder expectations in a fast-paced environment. The position comes with competitive compensation...Senior- ...Wealth Management Advisor Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach,... ...designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and...High net worthFlexible hours
$76k - $125.3k
...tax planning and advising of high net worth individuals and families,... ...develop effective tax planning strategies and translate complex data... ...understanding of estate and wealth planning Experience with federal... ...the confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...experienced and relationshipdriven Wealth Advisor to deliver... ...confident in their financial strategy. Financial Planning & Advisory... ...partners (CPAs, attorneys, estate planners) to deliver integrated... ...professionalism. Success Traits High emotional intelligence and...SeniorHigh net worth
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr Wealth Strategist within the PNC Private Bank organization, you will be based in Indianapolis, IN. PNC is an in‑office company that fosters...SeniorTemporary workWork at office
- Wealth Strategist Sr - PNC Private Bank Location: Indianapolis, IN Job ID: R202919 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers...SeniorFull timeTemporary workWork experience placementWork at office
$130k
WizeHire, Inc is looking for individuals to provide life insurance, retirement planning, and wealth-building strategies to families. The role focuses on building client relationships based on trust and education. No financial background is required, as comprehensive training...Remote jobFlexible hours
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