Senior Wealth Planner: Advanced Estate & Tax Strategy
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-07
Listing for:
Allworth Financial
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial advisory firm seeks a Senior Wealth Planner in Indianapolis. The role involves delivering advanced planning solutions for high-net-worth clients, requiring deep expertise in estate planning and tax strategies. The ideal candidate holds a Bachelor’s degree and CFP® with a minimum of 5 years experience. Join a collaborative team focused on comprehensive wealth management with growth opportunities, alongside a competitive benefits package including flexible working arrangements.
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Position Requirements
10+ Years
work experience
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