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Support Advisor - Path to Lead Wealth Advisor
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-07-11
Listing for:
Artistic Strategies
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Artistic Strategies in Indianapolis, IN is seeking a detail-oriented Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and provides a clear path to becoming a Lead Advisor themselves.
You will attend client meetings, prepare agendas, gather data, and deliver excellent client service while maintaining CRM records and supporting financial plan preparation. A strong client-service mindset and basic finance knowledge help you excel.
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