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Senior Client Associate - Wealth Management; In-Office, Carmel
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-02-09
Listing for:
Cooke Financial Group
Full Time
position Listed on 2026-02-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Carmel, IN seeks a Senior Client Associate to support Financial Advisors and manage complex client needs. The role demands 5-8+ years of relevant experience, strong attention to detail, and the ability to handle time-sensitive requests. The position offers a competitive salary of $80,000-$100,000, plus bonuses, 401k, PTO, and a full benefits package. Ideal for a high-performing professional eager for career growth within a collaborative environment.
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Position Requirements
10+ Years
work experience
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