Senior Wealth Planner & Strategy Lead
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-12
Listing for:
Baird
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm is seeking a Wealth Planner to serve as a technical expert to Financial Advisors and clients. The role involves developing advanced financial plans, guiding on tax and estate strategies, and mentoring junior planners. This position offers a salary ranging from $75,000 to $140,000 with bonus potential, and is based in Indianapolis with flexibility for regional travel.
Candidates should have at least 5 years of experience in financial planning and CFP certification.
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Position Requirements
10+ Years
work experience
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