Senior Fiduciary Advisor for High-Net-Worth Clients
$96k - $181kKeybank, National Association
KeyCorp, located in Indianapolis, 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 solutions. Candidates should have at least 10 years of advisory experience and knowledge of fiduciary matters. The position offers a competitive salary ranging from $96,000 to $181,000, based on experience and qualifications. Benefits include flexible work options. #J-18808-Ljbffr KeyCorp
$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 10...SeniorHigh net worth- ...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... ...experience, you'll serve as a trusted advisor ensuring compliance and operational excellence...SeniorHigh 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
- 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
- ...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
- 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
- ...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
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...tax planning and advising of high net worth individuals and families,... ...to develop into a trusted advisor role to client. You will work... ...the confidence to challenge senior colleagues and stakeholders from...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...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
$96k - $181k
...Indianapolis Indiana Job Summary The Sr Fiduciary Strategist is responsible for... ...of KeyBank by providing client advisory services to high‑net‑worth clients and their beneficiaries. As... ...works with the client and external advisors to resolve. Collaborate with external...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hours- Bank of Montreal is seeking a Wealth Sales & Service professional in Indianapolis to provide exceptional service to investment clients. The role involves developing internal networks, making investment recommendations, and ensuring compliance with regulations. The ideal...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... ...), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD...High net worth
- ...Description Job Description Senior Tax Manager Public... ...a strong middle-market and high-net-worth client base while playing a key role... ...Leadership Serve as a primary advisor to business owners and... ...Corporations Individual and fiduciary returns Research and...SeniorHigh net worth
- ...candidates to join Beacon Pointe Advisors in our Indianapolis, IN... ...to servicing sophisticated high net worth individuals including small... ...for managing new and existing client relationships, enhancing client... ...client relationships in a fiduciary fee‑only environment...High net worthWork at office
- KeyBank is seeking an Institutional Advisor in Indianapolis to develop investment management and fiduciary relationships with various clients including non-profits and corporations. The role requires a strong sales management background, with a focus on delivering exceptional...SeniorWork at officeFlexible hours
- ...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
- Valeo Financial Advisors is one of the largest RIA firms... ...advice to our clients with one simple transparent... ...planning, and acting in a fiduciary capacity. This... ...every Valeo client. A high degree of competence with... ...and decisions to high-net-worth clients. Demonstrate...High net worthTemporary workWork 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- ...seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This role... ...estate, IRA, and investment management client relationships while providing advisory services... ...communication skills and knowledge of fiduciary practices are essential for success in...Senior
$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- 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
- Senior Wealth Analyst page is loaded## Senior Wealth... ...At Corient, we help high- and ultra-high-net-worth individuals and... ...planning teams and Wealth Advisors* Completes financial... ...for and in client meetings documenting... ...wealth experience. As fiduciaries, we always put our clients...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ...advisory solution, providing clients with a personal relationship,... ...of clients, working as a fiduciary within a dedicated Schwab... ...financial services industry highly preferred In addition to the...SeniorWork at office
- ...Merchants Bank is seeking a Senior Retirement Plan... ...position serves as a trusted advisor to employers, helping... ...design, investments, fiduciary responsibilities, and participant... ...consistent and high‑quality service.... ...with new and existing clients. Develop/enhance referral...SeniorWork at officeWork from homeFlexible hours
- ...seeks a professional for tax planning and compliance projects focused on high net worth individuals and families. The role involves preparing and reviewing complex tax returns and advising clients while collaborating with specialists in various tax areas. A bachelor's degree...SeniorHigh net worthFlexible hours
- 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
- A leading financial services firm is seeking a Private Client Advisor in Indianapolis to provide comprehensive financial planning. Responsibilities include building client relationships, delivering personalized investment solutions, and supporting teammates. Candidates...
- J.P. Morgan Chase is seeking a Private Client Advisor in Indianapolis, Indiana. In this role, you will provide comprehensive financial planning and advice to a wide range of individual and family clients, enhancing their investment experience. Essential qualifications...
- 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...
- ...and relationshipdriven Wealth Advisor to deliver comprehensive... ...personal engagement to help clients preserve, grow, and transfer... ...compliance, regulatory, and fiduciary standards. Partner with client... ...professionalism. Success Traits High emotional intelligence and...SeniorHigh net worth
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