Junior Wealth Advisor: Growth & Planning

Greenfield Banking Company; Greenfield (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Greenfield Banking Company seeks a Wealth Advisor I to support senior advisors in delivering comprehensive wealth management services to high-net-worth clients, families, and business owners. This entry-to-mid-level role focuses on client relationship management, financial planning, investment analysis, and business development under guidance from veteran advisors.

You'll gain hands-on experience working with internal specialists, develop technical skills, and grow into a senior advisory

Qualifications

• Bachelor's degree in finance, business, accounting, or related field required.
• CFP®, CFA®, or CTFA designation encouraged.
• 1-4 years of experience in wealth management, financial planning, investments, or related financial services.

Responsibilities

• Support client financial plans, investment reviews, and wealth strategies.
• Respond to routine client requests with internal partners.
• Maintain client records, documentation, and compliance files.
• Assist in business development efforts and cross-bank referrals.
• Collaborate with trust officers and portfolio managers to deliver service.

Skills

Analytical skills

Financial modeling

Communication skills

Interpersonal skills

Client service orientation

Attention to detail

Team-oriented

Microsoft Office

CRM platforms

Financial planning software

Education

Bachelor's degree (Finance, Business, Accounting, or related field)

CFP®, CFA®, or CTFA designation encouraged

Tools

CRM platforms

Microsoft Excel

Financial planning software

Job description

Greenfield Banking Company seeks a Wealth Advisor I to support senior advisors in delivering comprehensive wealth management services to high-net-worth clients, families, and business owners. This entry-to-mid-level role focuses on client relationship management, financial planning, investment analysis, and business development under guidance from veteran advisors.

You'll gain hands-on experience working with internal specialists, develop technical skills, and grow into a senior advisory