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.
$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 advisor with a strong client-first ethos and a long-term commitment...SeniorHigh net worth$25 - $38.46 per hour
...Private Client Banker Location: 1305 E 86th Street - Indianapolis... ...: Be a problem solver, trusted advisor, and partner to the people and... ...clients and Key. Education High School Diploma, GED, or... ...strong relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift- ...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
- ...Associate Vice President and Wealth Advisor About the Company... ...careers within a sophisticated, client-first advisory platform. The... ...candidates will work alongside senior advisors and subject matter... ...comprehensive financial advice to high-net-worth and ultra-high-net-worth...High net worth
- ...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 team...High net worth
- ...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... ...Valeo client. ~ A high degree of competence... ...and decisions to high-net-worth clients. ~ Demonstrate...High net worthTemporary workWork at office
$125k - $175k
...multifamily, industrial, seniors housing, active adult,... ...investors and advisor relationships, supporting... ...RIA, family office, and high net worth investor base, including... ...credibility and trust through consistent, high... ...in investor relations, client service, or a related...High net worthWork at officeRemote work$116k - $216k
...Portfolio Strategist advises clients on appropriate investment... ...or preferences. Maintains a high level of collaboration with... ...position Key as the client’s trusted advisor.Interfaces with other Key Private... ...relationships with High Net Worth (HNW) clients, understanding...SeniorHigh net worthWork at officeFlexible hours- ...advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the... ...Financial Advisor, you will work with high‑net‑worth individuals to identify needs,... ...communication, with the ability to build trust quickly. Strong assessment of...High net worthInterim roleImmediate startShift workDay shift
- ...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 trusted... ...be responsible for working with high-net worth individuals identifying needs, developing...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...advisory practice specializing in serving high-net-worth individuals and their business... ...family offices, closely held businesses, trusts and complex partnership structures.... ...professionals work proactively with clients and their advisors throughout the year on tax planning,...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours
- ...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... ...opportunity to work with both affluent and high net worth clients, identifying needs,...High net worthTraineeshipWork at officeShift workDay shift
- ...Opportunities with Valeo Financial Advisors LLC Financial advice... ...advice to our clients with one simple... ...Position Overview The Senior Manager of Advisor Development... ...to achieve and surpass high professional standards... ...demonstrated ability to build trust. Strong executive...SeniorWork at office
$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- ...their growing wealth and commercial banking team. This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and...High net worth
$64.2k - $116.4k
...Dallas, Denver, Fort Worth, Hartford, Houston, Manayunk... ...Engagement Business Advisor (EBA) – Senior Associate role, you... .... You will serve as a trusted advisor to a defined book... ...engagements. Maintain high quality data and CRM... .... Lead and coordinate client and engagement...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- ...Senior Associate Vice President, Account Manager, Sports & Gaming Client Focus About the Company Leading outsourcing company for... ...position at the company should be highly motivated and capable of... ...plus. Hiring Manager Title VP, Head of Sports & Gaming Functions...Senior
- ...Senior Vice President of Consulting About the Company Internationally... ...practice and nurturing client relationships. The successful... ...background in building and developing high-performing teams. The SVP will... .... A history of building trusted, executive-level client...Senior
- Bank of America is seeking a Financial Advisor in Indianapolis to work with high-net-worth individuals. You will identify client needs, develop relationships, and provide comprehensive investment recommendations. This role requires current Series 7 & 66 licenses, a minimum...High net worth
$64.2k - $116.4k
...Dallas, Denver, Fort Worth, Hartford, Houston, Manayunk... ...-changing world, our clients’ needs are... ...the Engagement Business Advisor (EBA) – Senior Associate role, you will... .... You will serve as a trusted advisor to a defined book... ...engagements. Maintain high quality data and CRM...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- ...and relationshipdriven Wealth Advisor to deliver comprehensive... ...deep personal engagement to help clients preserve, grow, and transfer wealth... .... Success Traits High emotional intelligence and... ...Our Core Values: Trust: We earn and uphold confidence...High net worth
- A leading financial services corporation is seeking a Financial Advisor for its Advisor Development Program. The role involves working with high-net-worth clients to identify financial needs and deliver tailored investment recommendations. Applicants should have relevant...High net worth
- ...strategic advice to ultra- and high-net-worth individuals and families,... ...Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within our Rockefeller Global... ...Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller...High net worthWork at officeLocal area
- J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience...
- Wealthbridge Financial Group is looking for a Private Wealth Advisor in Greenwood, Indiana. This role focuses on engaging clients and providing tailored financial advice while leveraging advanced financial tools for better service delivery. The ideal candidate will hold...
$121.9k - $262.1k
...Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally $15MM... ...partners closely with Wealth Management Advisors (WMAs) and the broader Private...SeniorHigh net worthBank staffShift work- ...Job Profile Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home... ..., meets with their customers and introduces new clients to bankers for additional products and services. Collaborates...SeniorWork experience placementLocal areaImmediate startRelocation
- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires at least 2 years of experience in financial services, emphasizing client relationship management and investment...
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
- ...integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch.... ...in a dynamic, collaborative, progressive and high‑performing team. Flexible work/life balance...SeniorFlexible hours
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