Elite Private Client Advisor Wealth & Relationships
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-20
Listing for:
Insight Global
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
Location: Indianapolis
A financial services firm seeks a Private Client Officer in Indianapolis to serve high-net-worth members. This role involves delivering personalized financial guidance, analyzing financial conditions, and developing long-term relationships. Candidates should have at least 3 years of experience in financial services and possess Series 7 & 66 licenses. The position includes benefits such as medical, dental, vision insurance, and 401k matching.
Strong interpersonal skills are essential for success.
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