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.
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$100k
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$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- Overview 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... ...this role, you will serve as a trusted advisor overseeing complex account administration...High net worthLocal area
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- General informationNameManaging Advisor, Wealth AdvisoryPosting... ...personalized financial strategies for high-net-worth individuals, families, and... ...strategies rooted in each client’s values and vision for the future... ...& Legacy Planning Trust Administration Survivor Assistance...High net worthFlexible hours
$90k - $120k
Tax Senior / Tax ManagerAre you ready to elevate your career with... ...role empowers you to manage high-net-worth individual and corporate accounts... ...exceptional, proactive client service. If you thrive in a collaborative... ...), and 1041 (estates and trusts).Tax Planning: Advise and...SeniorHigh net worthWork at officeHome office- ...wealth management firm to grow their team. The role focuses on client retention and presenting client-related financial plans and... ...meetings, manage onboarding for new clients, and collaborate with Senior Advisors to implement investment strategies for top clients. #J-18808...Senior
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry Financial... ..., as well as serving as a trusted advisor to high-net-worth and ultra-high-net-worth families....High net worth
$90k - $120k
...Tax Senior - Wealth Management We are a premier... ...working closely with clients to manage their complex... ...with wealth management advisors to deliver holistic financial... ...tax profiles and high net worth client portfolios... ...returns for individuals, trusts, estates, and business...SeniorHigh net worthWork at officeLocal areaRemote work- JPMorgan Chase & Co. in Indianapolis seeks a Senior Cash Management Consultant to help identify, propose, and deliver Cash Management solutions... ...the bank’s cash management portfolio and deliver exceptional client experiences. You will lead end-to-end client journeys, discuss...Senior
- ...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
$77.9k - $199k
...National Bank has been serving clients and communities since 1834.... ...communities we serve. As a trusted partner, we thrive on... ...giving. We continually seek highly motivated and talented individuals... ...currently seeking a High Net Worth Wealth Advisor. This group is a business...High net worth- ...Schwab's core belief is simple, placethe client's needs firstin all things. Many... ...for other advocates to join our team as High Net Worth Services Specialists working with our elite... ..., continuous learning, and a culture of trust and collaboration—so you can build the skills...High net worthWork at office
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- ...for an SVP, Lead Wealth Advisor to join its Carmel,... ...step into an established client base of 35 plus HNW/UHNW... ..., and work alongside a highly collaborative team with... ...established book of high-net-worth client relationships... ...investment management, trust, tax, retirement, and family...High net worthWork at officeLocal areaImmediate start
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$139.2k - $293.5k
...life moments, you're trusted to deliver results and... ...team delivers highly tailored strategies designed... .... We are seeking a Senior Tax Manager with significant ultra-high-net-worth (UHNW) individual, family... ...sophisticated clients and their advisors, leading complex engagements...SeniorHigh net worthWork at officeLocal areaRemote workWorldwide- Forvis Mazars, LLP seeks a Private Client Tax Director in Indianapolis, IN to lead tax compliance and advisory services for ultra-high net worth clients. The ideal candidate will have over nine years of experience, a CPA license, and strong skills in research and client...High net worth
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- Senior Advisor - LLC/S-Corp position - up to 90% travel US-based At Factory... ..., you'll work directly with clients to streamline processes,... ...are sustainable Serve as a Trusted Advisor - Partner with client... ...improve performance Create High-Impact Deliverables - Produce...SeniorFor contractorsWork from home
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