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Senior Wealth Advisory Manager - Fiduciary Impact
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-09
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading investment advisory firm is seeking a Sr. Manager, Wealth Advisor to join their team in Indianapolis, Indiana. This role focuses on providing personalized financial advice and managing client portfolios. Successful candidates will have a Bachelor’s degree, CFP® or CFA® designation, and at least five years of advisory experience. The firm emphasizes in-office collaboration and offers benefits that support personal and professional growth, including robust health insurance and a competitive 401(k) plan.
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Position Requirements
10+ Years
work experience
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