VP & Senior Trust Advisor for High-Net-Worth Clients
National Bank of Indianapolis Corp.
The National Bank of Indianapolis Corp. is seeking a Vice President & Trust Officer to manage high-net-worth client relationships and oversee complex trust and fiduciary accounts. Equipped with a Bachelor's degree and 5+ years of relevant experience, you'll serve as a trusted advisor ensuring compliance and operational excellence. The role demands strong relationship management skills and the ability to manage complex assets. Join a locally owned bank known for its personalized service and high-touch client management. #J-18808-Ljbffr National Bank of Indianapolis Corp.
$96k - $181k
...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 10 years of experience in...SeniorHigh net worth$96k - $181k
...seeks a Sr. Fiduciary Strategist responsible for providing fiduciary advisory services to high-net-worth clients. The role involves collaborating with team members and external advisors, managing fiduciary risks, and ensuring optimal estate, tax, and philanthropic planning...SeniorHigh net worthFlexible hours- 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
- A financial advisory firm in Carmel, IN is seeking an experienced Financial Advisor to manage and grow high-net-worth client relationships. The ideal candidate has over 5 years of experience, a CFP® designation, and a collaborative approach to client management. This role...SeniorHigh net worth
- ...financial services firm in Indianapolis is seeking a Wealth Management professional with over 5 years of experience working with high-net-worth clients. The ideal candidate will assist in creating and managing comprehensive financial strategies, ensuring the highest level of...SeniorHigh net worth
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...planning and advising of high net worth individuals and families,... ...you to develop into a trusted advisor role to client. You will work... ...the confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...leading financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This role involves acquiring new personal trust, estate, IRA, and investment management client relationships while providing advisory services to existing clients...Senior
- ...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... ...client conversations, and collaborating with wealth advisors. Candidates should have a Bachelor's degree,...SeniorHigh net worthWork at officeFlexible hours
- Are you a relationship-driven trust professional with a passion for delivering exceptional service to high-net-worth clients? The National Bank of Indianapolis is seeking a Vice... ...In this role, you will serve as a trusted advisor overseeing complex account administration...High net worthLocal area
- National Bank of Indianapolis Corp. is looking for an experienced Vice President & Senior Portfolio Manager to manage investment portfolios and engage with clients. This critical role requires over 10 years of experience in wealth or portfolio management, with a strong...Senior
- ...re seeking an experienced Vice President & Senior Portfolio Manager to join our team. This role combines technical expertise with client engagement. You manage portfolios, engage... ...supervision Strong technical proficiency in trust and banking systems, with solid Microsoft...SeniorWork at officeLocal area
- ...Associate Vice President and Wealth Advisor About the Company Premier... ...within a sophisticated, client-first advisory platform. The... ...will work alongside senior advisors and subject matter experts... ...comprehensive financial advice to high-net-worth and ultra-high-net-worth...High net worth
- ...organization in Indianapolis seeks a seasoned banking professional to coordinate activities and deliver comprehensive services to high net-worth individuals. The role demands over 10 years of lending experience, particularly in business lending, alongside strong...SeniorHigh net worth
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Indianapolis, Indiana. This role empowers you to significantly impact clients' financial lives through personalized advisory services, leveraging a vast array of investment products. You'll collaborate...Senior
- ...Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and... ...investment strategies rooted in each client's values and vision for the... ...Planning Estate & Legacy Planning Trust Administration Survivor...High net worth
- ...experienced and relationshipdriven Wealth Advisor to deliver comprehensive financial... ...management, and deep personal engagement to help clients preserve, grow, and transfer wealth with... ...professionalism. Success Traits High emotional intelligence and ability to...SeniorHigh net worth
- ...personalized financial tax guidance, trusted expertise, and meaningful... ...for an experienced Senior Accountant to take on a dual-... ...Corporations, Partnerships, and high-net worth individuals. Identify tax-saving... ...requirements. Support clients with accurate reporting, compliance...SeniorHigh net worthRemote workFlexible hours
- ...Wealth - Associate Financial Advisor 2 days ago Be among the first... ...introductions to established client relationships for you to develop... ...family circumstances. Build trust and confidence to address... ...objectives. Attract and retain high-net-worth clients by leveraging our...High net worth
- ...Other Pursue Growth Own Your Future The Senior Client Manager provides efficient, professional... ...to the team by: Working with the Risk Advisor, service team, and other internal departments... ...needs on business processes Creating high-quality submissions for underwriters,...SeniorFull timeWork at officeRemote workAfternoon shift
- ...About the Role The Company is in search of a mid-level, highly autonomous Business Development and Investor Relations professional... ...identifying, approaching, and onboarding new investors, primarily high-net-worth individuals, and leading or supporting fundraising processes....High net worthWork at office
- Valeo Financial Advisors is one of the largest RIA firms... ...advice to our clients with one simple transparent... ...needed with an estate/trust attorney, gather and assist... ...every Valeo client. A high degree of competence with... ...and decisions to high-net-worth clients. Demonstrate a...High net worthTemporary workWork at office
- ...Senior Manager Of Advisor Development Valeo Financial Advisors is one of the largest... ...financial advice to our clients with one simple transparent... ...journey to achieve and surpass high professional standards while... ...ability to build trust. ~ Strong executive presence...SeniorWork at office
$90 - $120 per hour
...Oman is seeking a Seasonal Tax Manager for its Private Client Services team, focused on high-growth private companies. This role involves reviewing... ...individual tax returns and income tax planning for high-net-worth individuals. Candidates must possess a valid CPA or state...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for its Private Client Services. This role focuses on tax compliance and planning for high-net-worth individuals and families. Responsibilities include reviewing tax returns and managing remote projects. A valid US CPA license or state...High net worthRemote jobHourly paySeasonal work- ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...committed to their needs. We believe trust comes from transparency. Our... ...will be responsible for working with high-net worth individuals identifying needs, developing...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- 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
$98k - $127.06k
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management... ...administration, including maintaining client files, preparing materials for client... ...and team building capabilities High-level sales, presentation and client...Temporary workWork at officeLocal areaFlexible hours- ...Senior Vice President, Actuarial & Investment Consulting About the Company Leading provider... ...team. The successful candidate will be a trusted partner to institutional organizations,... .... This role is pivotal in helping clients manage their pension plans and investment...SeniorRemote work
- ...Merchants Bank is seeking a Senior Retirement Plan Consultant to... ...team! This position serves as a trusted advisor to employers, helping them... ...plans, ensuring consistent and high‑quality service. Partner... ...meetings with new and existing clients. Develop/enhance referral process...SeniorWork at officeWork from homeFlexible hours
$102.5k - $187.9k
...Technical Consultant - Senior EY is a leader in serving... ...side with a range of clients from our most venerable... ...financial institutions are trusted and flourish, and the... ...is to be the C-suite advisor for insurance technology... ...easily function in a high-demand, performance-driven...SeniorWork experience placementSummer holidayFlexible hours
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