Manager in Training

Keystone Elite Partners; Indianapolis (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

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.

Responsibilities

• 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.

Skills

Analytical skills

Communication skills

Financial software/tools

Education

Bachelor's degree in Finance/Accounting/related field

Job description

Keystone Elite Partners, a financial services firm 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.

As Manager in Training, you will assist in managing client portfolios, conduct market research, and provide support to the senior management team. You will also assist in developing and implementing financial strategies for clients.

You will work in a collaborative environment with the wealth management and investment advisory team in Indianapolis, IN. The workplace is professional and client-focused.

The salary range for this position typically falls between $50,000 and $69,585 per year, depending on factors such as experience, location, and performance. Employees can expect to receive comprehensive health insurance coverage, which may include medical, dental, and vision plans. Retirement benefits are often provided through a 401(k) plan, allowing employees to save and invest for their future. Additionally, professional development opportunities may be available, such as tuition reimbursement, workshops, or conferences, to help employees enhance their skills and advance their careers.

To be successful, you should have a bachelor's degree in finance, accounting, or a related field. Experience in financial services or investment advisory is preferred. Strong communication and analytical skills are essential.

Applications are due by November 23, 2026.

• 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.

• Bachelor's degree in Business, Finance, or a related field.
• Previous experience in financial services or a related industry.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and tools.