Private Wealth Advisor – Client-First Planning & Investments

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

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.