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Associate Wealth Advisor: Client Planning
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Indianapolis
A financial services firm based in Indianapolis seeks an Associate Wealth Advisor. In this role, you will support Wealth Advisors by enhancing client relationships and providing tailored financial planning. Candidates should have the FINRA Series 7 and Series 66 certifications, along with 1-3 years of relevant experience in financial services. This position also offers mentorship from top advisors and a competitive benefits package including a 401(k) match, paid parental leave, and comprehensive health insurance.
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Position Requirements
10+ Years
work experience
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