Private Wealth Advisor

ClariVise Private Wealth; Indiana; On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Medical plan (fully paid)?

Dental & Vision

Job summary

ClariVise Private Wealth in Indiana is seeking a Wealth Management professional to serve as the primary contact for key clients and coordinate comprehensive financial planning across investments, cash flow, taxes, estates, and risk management.

You will review client objectives, tailor portfolios within firm guidelines, and have opportunities to specialize in areas such as Investments, Financial Planning, and Business Development, while collaborating across departments to drive strategy.

Qualifications

• 3+ years of experience in Wealth Management.
• CFP or CFA designation preferred.
• Bachelor’s degree from an accredited university.
• Detail-oriented and highly organized.
• Maintain the highest integrity and a client-first mentality.

Responsibilities

• Serve as the first point of contact for a number of the team's clients.
• Drive client's financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.
• Opportunity to specialize in a technical area including Investments, Financial Planning, or Business Development.

Skills

Client relationships

Attention to detail

Integrity

Organizational skills

Client-first mindset

Education

Bachelor's degree

CFP or CFA preferred

Job description

• Serve as the first point of contact for a number of the team's clients.


• Drive client's financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.


• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.


• Opportunity to specialize in a technical area including but not limited to:


• Investments: participate on the firm's investment committee and cover a segment of the investment universe.


• Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.


• Business Development: Work cross-departmentally to drive business strategies.

Responsibilities

• Serve as the first point of contact for a number of the team's clients.


• Drive client's financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.


• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.


• Opportunity to specialize in a technical area including but not limited to:


• Investments: participate on the firm's investment committee and cover a segment of the investment universe.


• Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.


• Business Development: Work cross-departmentally to drive business strategies.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships


• Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred


• Bachelors' degree from an accredited university


• Detail-oriented and highly organized


• Of the highest integrity


• Maintain a \"client-first\" mentality

Compensation & Benefits

Compensation Range: $100,000 - $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).