Senior Wealth Strategist — Private Banking & Complex Planning

PNC; Indianapolis (IN); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Comprehensive medical/prescription coverage

401(k) with company match

Generous paid time off

Job summary

A leading financial services company is seeking a Senior Wealth Strategist in Indianapolis, IN, to develop and implement complex financial plans for clients. The ideal candidate will have a JD, at least 8 years of experience, and strong skills in client relationship management and financial operations. The role involves significant client interaction and networking to grow assets under management. The company offers comprehensive benefits, including medical coverage, generous time off, and a robust wellness program.

Qualifications

• 8+ years of industry-relevant experience.
• Strong decision-making skills and critical thinking.
• Knowledge of capital management and financial operations.

Responsibilities

• Develop and implement tax, estate, and financial plans for clients.
• Conduct and review research, and make recommendations to clients.
• Grow assets under management through client relationships.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Decision Making

Effective Communications

Networking

Problem Solving

Value Selling

Education

JD

Job description

A leading financial services company is seeking a Senior Wealth Strategist in Indianapolis, IN, to develop and implement complex financial plans for clients. The ideal candidate will have a JD, at least 8 years of experience, and strong skills in client relationship management and financial operations. The role involves significant client interaction and networking to grow assets under management. The company offers comprehensive benefits, including medical coverage, generous time off, and a robust wellness program.