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Associate Rbc Wealth Management Jobs in Indiana (NOW HIRING)

Sanctuary Wealth Group LLC

Wealth Associate

Carmel, IN · On-site

$55K - $75K/yr

Description Wealth Associate Location: Carmel, IN (In-office, Mon-Fri) Compensation Package: $55 ... Evans May Wealth Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex ...

FIRST MERCHANTS

Senior Wealth Manager

Indianapolis, IN · On-site

... management business, focusing on Whole Bank Delivery to meet clients' needs. The Senior Wealth Manager may serve as an informal mentor and local subject matter expert to Wealth Managers and Associate ...

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How much do associate rbc wealth management jobs pay per hour?

As of Jun 3, 2026, the average hourly pay for associate rbc wealth management in Indiana is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Associate Rbc Wealth Management vs Financial Advisor?

AspectAssociate Rbc Wealth ManagementFinancial Advisor
CertificationsTypically requires FINRA licenses (e.g., Series 7, 66) and possibly CFPOften holds CFP, Series 7, 66, or other financial planning certifications
Work EnvironmentSupports senior advisors, works in banking or financial services firmsDirectly interacts with clients, provides financial planning and investment advice
Employer & Industry UsageCommonly employed by banks, wealth management firms, and financial institutionsEmployed by banks, independent firms, or as self-employed financial planners

The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

What are the most commonly searched types of Rbc Wealth Management jobs in Indiana? The most popular types of Rbc Wealth Management jobs in Indiana are:
What cities in Indiana are hiring for Associate Rbc Wealth Management jobs? Cities in Indiana with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you

Wealth Associate

Sanctuary Wealth Group LLC

Carmel, IN • On-site

$55K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Description

Wealth Associate

Location: Carmel, IN (In-office, Mon-Fri) 

Compensation Package: $55,000 - $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package + Profit Sharing + 20 Days PTO

Firm: Evans May Wealth 


Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. 


This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Your Role & Responsibilities

  • Serve as a key operational partner supporting advisors and high-net-worth clients
  • Process and complete client service requests with precision and urgency
  • Manage client onboarding, account openings, and asset transfers end-to-end
  • Prepare customized client reports and maintain accurate records
  • Communicate professionally with clients via phone and email
  • Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
  • Support advisors by anticipating needs and proactively solving issues

Requirements

 What We're Looking For

  • 1-5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
  • Strong attention to detail and follow-through (this will be assessed during the interview process)
  • Comfort working in a structured, execution-heavy role long-term
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities without sacrificing accuracy
  • Proficiency in Microsoft Office (CRM experience a plus)
  • Positive, professional demeanor with strong client-facing instincts

**Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets. 


Why Evans May Wealth?

  • Competitive base salary + 10% bonus opportunity
  • Health, dental, vision, and life insurance
  • 5% 401(k) match + 2% profit-sharing
  • 20 days PTO + 10 paid holidays
  • A culture that values focus during the workday - and balance after hours

Apply