Get new jobs by email

  • Key Private Bank Wealth Planner

    $96k - $181k

    Location:300 Nibco Parkway, Elkhart IndianaJob SummaryThe Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to... 
    Private
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Indianapolis, IN
    15 hours ago

  • Senior Investment Advisor | Private Wealth Management

     ...Advisor Overview: Our client is a highly established and growing wealth management platform serving High Net Worth (HNW) and Ultra High...  ...term career growth. They are committed to expanding their private wealth offering and are seeking an experienced Portfolio... 
    Private
    Full time
    Work at office

    Larson Maddox

    Indianapolis, IN
    4 days ago

  • Wealth Advisor

     ...About Certuity Certuity was founded in 2004 and became the private family office of golf champion and entrepreneur Jack Nicklaus in...  ...Remote About the Role Certuity is seeking exceptional wealth advisors who have built a $100M book and are now ready to take... 
    Private
    Work at office
    Remote work
    Flexible hours

    Certuity

    Evansville, IN
    3 days ago

  • J.P. Morgan Wealth Management - Private Client Advisor - Bloomington/Bedford, IN

     ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... 
    Suggested

    Testing Site - JPMC

    Bloomington, IN
    5 days ago

  • Private Client Wealth Advisor

    A leading financial services firm in Indiana seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive...  ...with clients ranging from beginners to those with significant wealth. Qualifications include a minimum of 2 years in a similar role... 
    Suggested
    Full time

    JPMorganChase

    Valparaiso, IN
    2 days ago

  • 1834 Wealth Advisor III

    $77.9k - $199k

     ...the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with...  ...robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.The Wealth... 
    Private

    Old National Bank

    Indianapolis, IN
    3 days ago

  • Wealth Advisor III

     ...Job Description Job Description First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new...  ...prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. As part of... 
    Private
    Local area
    Flexible hours

    First Merchants Bank

    Indianapolis, IN
    29 days ago

  • J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN

     ...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... 
    Suggested

    JPMorgan Chase Bank, N.A.

    Mishawaka, IN
    5 days ago

  • Senior Private Banker - Wealth Strategy & Growth

    JPMorgan Chase & Co. in Indianapolis is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking insights to serve existing clients and attract new assets. You will work with... 
    Private
    Local area

    JPMorgan Chase & Co.

    Indianapolis, IN
    3 hours agonew

  • Senior Wealth Strategist

    $121.9k - $262.1k

     ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take...  ...closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies... 
    Private
    Bank staff
    Shift work

    Fifth Third Bancorp

    Indianapolis, IN
    1 day ago

  • Intern - Private Wealth Advisor

     ...available in a variety of business areas including Credit Administration, Commercial Banking, Consumer Banking, Treasury Management, Private Wealth, Technology, Human Resources, Marketing, Risk, Operations, and other business functions. Department Internship Duties &... 
    Private
    Full time
    Internship
    Private practice
    Summer internship

    First Merchants Bank

    Indianapolis, IN
    27 days ago

  • Private Wealth Advisor

     ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Indianapolis, IN
    4 days ago

  • J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN

     ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... 
    Suggested

    Chase

    Mishawaka, IN
    3 days ago

  • Associate Vice President, Capital Development

     ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform....  ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for... 
    Private

    Confidential

    Indianapolis, IN
    2 days ago

  • Wealth Management Client Associate

     ...Wealth Management Client Associate Indianapolis, Indiana To proceed with your application, you must be at least 18 years of age...  ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products... 
    Private
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Indianapolis, IN
    2 days ago

  • Senior Wealth Planner

     ...Senior Wealth Planner The Senior Wealth Planner is a critical member of Allworth's Wealth Planning Team, responsible for delivering...  ...Advisors, the Custodial Referral Program team, and the Head of Private Wealth Strategies to deliver a seamless, high-touch planning... 
    Private
    Full time
    Contract work
    Part time
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Indianapolis, IN
    4 days ago

  • Wealth Strategist III

     ...all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist III within PNC's Private Bank organization, you will be based in Indianapolis, IN. PNC is an in-office company that fosters a supportive... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Indianapolis, IN
    1 day ago

  • Merger and Acquisitions Financial Due Diligence Senior Manager ERI/Infrastructure

    $171.6k - $338.3k

     ...acquisition, and divestiture services to corporate strategic buyers and private equity investors And succeeding in today’s private equity...  ...demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Indianapolis, IN
    15 hours ago

  • Private Client & Tax Associate

    Private Client and Tax DivisionToday, we are the only truly global law firm dedicated to the personal and private capital needs of high...  ...events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel... 
    Private
    Work at office
    Local area

    Withersworldwide

    New Haven, IN
    1 day ago

  • Intern Wealth Advisory Summer 2027

     ...Description & Requirements Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned...  ...in working with high-net worth families in our Forvis Mazars Private Client practice. How you will contribute: Wealth Advisor... 
    Summer work
    Internship
    Private practice
    Summer internship
    Work at office
    Local area
    Flexible hours

    Forvis Mazars

    Indianapolis, IN
    2 days ago

  • Relationship Support Specialist - Private Banking

     ...Relationship Support Specialist - Private Banking Relationship Support Specialist - Private Banking Do you enjoy supporting client relationships, coordinating important details, and helping deliver exceptional service behind the scenes? The National Bank... 
    Private
    Hourly pay
    Local area

    The National Bank of Indianapolis

    Indianapolis, IN
    6 days ago

  • Federal Tax Associate (Fall 2027/Winter 2028)

     ...there's nowhere like RSM. Responsibilities: Working with high net worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients built on understanding their needs and challenges Completing... 
    Private
    Local area

    RSM

    Mishawaka, IN
    1 day ago

  • Managing Director, Private Equity Client Coverage

     ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity... 
    Private

    Confidential

    Indianapolis, IN
    1 day ago

  • Private Banking Client Services Specialist

    The National Bank of Indianapolis seeks a Relationship Support Specialist to join our Private Banking team. You will provide administrative and operational support to Private Banking leadership while assisting with client account servicing, loan support, and daily operational... 
    Private

    The National Bank of Indianapolis

    Indianapolis, IN
    4 days ago

  • Vice President and Private Banker

     ...Vice President and Private Banker Vice President and Private Banker The National Bank of Indianapolis is seeking a...  ...Partner with internal teams to deliver integrated banking and wealth solutions Supervise and coach a Client Support Manager Drive... 
    Private
    Local area

    The National Bank of Indianapolis

    Indianapolis, IN
    6 days ago

  • Federal Tax Associate Fall 2027Winter 2028

    $70.4k - $84k

     ...there’s nowhere like RSM. Responsibilities: Working with high net worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients built on understanding their needs and challenges Completing... 
    Private
    Work experience placement
    Local area

    RSM

    Mishawaka, IN
    4 days ago

  • Mergers & Acquisitions Finance and Operations Senior Consultant

    $128k - $252.5k

     ...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations... 
    Private
    Local area

    Deloitte

    Indianapolis, IN
    1 day ago

  • Director, Private Equity Accounting

    $115k - $215k

     ...largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job DescriptionJob Title: Director, Private Markets AccountingLocations: Boston, MA (hybrid)About the RoleThis leadership role is responsible for overseeing the accounting and... 
    Private
    Ongoing contract
    Full time
    Work at office
    Worldwide

    SS&C Technologies

    Boston, IN
    3 days ago

  • Private Banker

     ...Private Banker Opportunity Angott Search Group is proud to partner with a $9 billion, relationship-driven regional bank in the search for an experienced Private Banker to join their growing wealth and commercial banking team. This is an excellent opportunity for... 
    Private

    Park Avenue Group

    Carmel, IN
    4 days ago

  • Wine Consultant

     ...seasoned, dynamic, and fun team of Wine Consultants! PRP Wine International shares our high-quality products from all over the world with private clients through in-home and virtual wine samplings and events. We are looking to add a full-time member to our team. The ideal... 
    Private
    Full time
    Work at office
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift

    PRP Wine

    Greenwood, IN
    2 days ago