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Wealth Management Financial Advisor Financial Services

Wealth Management Senior Client Associate: Advisor Support

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Sanctuary Wealth
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Carmel, IN is looking for a Senior Client Associate to support Financial Advisors. The ideal candidate has 5-8+ years of wealth management experience, demonstrating strong client service and attention to detail. Responsibilities include managing complex client requests, preparing documentation, and providing training to junior team members. Joining this firm offers a competitive salary of $80,000 to $100,000 plus bonuses, along with a supportive culture focused on professional growth.
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Position Requirements
10+ Years work experience
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