Aspiring Wealth Management Manager

Keystone Elite Partners; Indianapolis (IN); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) plan

Résumé du poste

Keystone Elite Partners in Indianapolis, IN seeks a Manager in Training for its wealth management and investment advisory team. This full-time role offers a salary range of $50,000 to $69,585 per year and the opportunity to assist in managing client portfolios and market research.

You will work closely with senior management to develop financial strategies, maintain client records, and support the team in a collaborative, professional environment in Indianapolis.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial services or investment advisory preferred.
• Strong communication and analytical skills are essential.

Responsabilités

• Assist in the management and coordination of financial services and client relations.
• Support the development and implementation of financial strategies and plans for clients.
• Maintain accurate and up-to-date records of client information and financial transactions.
• Assist in the preparation of financial reports and presentations for clients.
• Collaborate with the senior management team to ensure the smooth operation of the firm.

Connaissances

Analytical skills

Communication skills

Financial software/tools

Formation

Bachelor's degree in Finance/Accounting/related field

Description du poste

Keystone Elite Partners in Indianapolis, IN seeks a Manager in Training for its wealth management and investment advisory team. This full-time role offers a salary range of $50,000 to $69,585 per year and the opportunity to assist in managing client portfolios and market research.

You will work closely with senior management to develop financial strategies, maintain client records, and support the team in a collaborative, professional environment in Indianapolis.