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Wealth Advisory Service Specialist: Path to Wealth Advisor
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-05
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is looking for a Sr Specialist, Service Associate to join their team in Indianapolis. The ideal candidate will possess an undergraduate degree and necessary licenses, bringing at least 2 years of experience in financial services. This position emphasizes client relationship management, delivering exceptional service, and handling complex inquiries related to portfolio and financial planning. The firm offers a hybrid work model and a competitive benefits package including 401(k) matching and paid time off.
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