Private Wealth Advisor – Client Planning & Growth

Northwestern Mutual Group; Angola (IN); On-site; INR 9,542,000 - 17,176,000; Full time

Benefits offered by this job

Insurance package

Retirement plan with match

Paid holidays and PTO

Professional development support

Job summary

Summit Financial Group, a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, seeks a Private Wealth Advisor to strengthen client relationships under supervision of senior staff. You will contribute to financial planning, investment analysis, and ongoing service delivery to high-net-worth clients.

The role involves preparing wealth management analyses, presenting recommendations, and coordinating with planning and operations teams to meet client goals with

Qualifications

• Bachelor degree in finance, business, accounting or related field.
• 5+ years in financial services, wealth management, banking, insurance, or client-facing roles.
• CFP CEPA or similar designation preferred.

Responsibilities

• Maintain and service existing client relationships with high responsiveness.
• Lead portions of client meetings and reinforce wealth management approach.
• Build trusted client relationships and serve as primary contact for ongoing needs.
• Oversee preparation and delivery of financial planning recommendations and analyses.
• Conduct investment analysis and assist in portfolio development.

Skills

Client relationships

Financial planning

Investment analysis

Communication & presentation

Education

Bachelor’s degree in finance or related field

CFP CEPA or similar designation preferred

Job description

Summit Financial Group, a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, seeks a Private Wealth Advisor to strengthen client relationships under supervision of senior staff. You will contribute to financial planning, investment analysis, and ongoing service delivery to high-net-worth clients.

The role involves preparing wealth management analyses, presenting recommendations, and coordinating with planning and operations teams to meet client goals with