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Senior Wealth Planner: Hybrid UHNW Tax & Estate Strategist
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-16
Listing for:
Allworth Airline Advisors (Formerly RAA)
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Wealth Planner to join their Advanced Wealth Planning Team. This role involves providing customized planning solutions for affluent clients and collaboration across teams for integrated planning strategies. Ideal candidates will have significant experience in estate planning and advanced tax strategies, along with strong communication skills. The position offers a competitive salary, hybrid work options, and a comprehensive benefits package including health insurance and flexible working arrangements.
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Position Requirements
10+ Years
work experience
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