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Charitable Advisors Jobs in Indiana (NOW HIRING)

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

Senior Wealth Advisors are expected to lead by example, demonstrate strong business development ... charitable giving strategies, RMDs, and multi-generational planning considerations * Review ...

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

Senior Wealth Advisors are expected to lead by example, demonstrate strong business development ... charitable giving strategies, RMDs, and multi-generational planning considerations * Review ...

Fifth Third

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team ... plans, and charitable goals. * Wealth Strategy: Lead the development of customized wealth ...

Fifth Third Bank

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team ... plans, and charitable goals. * Wealth Strategy: Lead the development of customized wealth ...

Baird

Sr. Trust Officer

Evansville, IN · On-site

Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are ... Assistance in implementing personal and charitable gifting strategies * Manage allocation of income ...

Robert W Baird & Co

Sr. Trust Officer

Evansville, IN · On-site

Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are ... Assistance in implementing personal and charitable gifting strategies * Manage allocation of income ...

Robert W Baird & Co

Sr. Trust Officer

Evansville, IN · Hybrid

Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are ... Assistance in implementing personal and charitable gifting strategies * Manage allocation of income ...

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Showing results 1-20

All JobsCharitable Advisors JobsCharitable Advisors Jobs in Indiana

Charitable Advisors information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do charitable advisors jobs pay per year?

As of Aug 13, 2026, the average yearly pay for charitable advisors in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

What is the difference between Charitable Advisors vs Fundraising Consultants?

AspectCharitable AdvisorsFundraising Consultants
CredentialsTypically have nonprofit or financial planning certificationsOften hold fundraising or nonprofit management certifications
Work EnvironmentWork within nonprofit organizations or as external advisorsWork with multiple clients or organizations on fundraising strategies
Employer & IndustryNonprofit sector, charitable foundationsConsulting firms, nonprofit organizations
Search & Comparison IntentUnderstanding roles in nonprofit financial planningSeeking fundraising strategy expertise

Charitable Advisors primarily focus on financial planning and strategic advice within nonprofits, often working directly with organizations or as external consultants. Fundraising Consultants specialize in developing and implementing fundraising strategies for various nonprofits. While both roles support nonprofit growth, Charitable Advisors emphasize financial and strategic guidance, whereas Fundraising Consultants concentrate on increasing donations and donor engagement.

What are popular job titles related to Charitable Advisors jobs in Indiana?

For Charitable Advisors jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Charitable Advisors jobs in Indiana look for?

The top searched job categories for Charitable Advisors jobs in Indiana are:

What cities in Indiana are hiring for Charitable Advisors jobs?

Cities in Indiana with the most Charitable Advisors job openings:

Charitable Advisors jobs near you
Infographic showing various Charitable Advisors job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Key Private Bank Estate Planning Advisor

KeyBank

Elkhart, IN • On-site

$116K - $216K/yr

Full-time

Re-posted 11 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
300 Nibco Parkway, Elkhart Indiana
Job Summary
The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.
Essential Functions
  • Serve as a trusted advisor, guiding clients through complex estate planning decisions.
  • Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures.
  • Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
  • Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses.
  • Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
  • Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions.
  • Build and maintain long-term relationships with high-net-worth individuals and family offices.
  • Ensure confidentiality and discretion when handling sensitive financial and estate matters.
  • Stay updated on estate laws, tax regulations, and fiduciary requirements.
  • Identify and mitigate legal and financial risks associated with estate structures.
  • Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances.
  • Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
  • Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
  • Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
  • Monitor industry trends, legislative changes, and emerging estate planning opportunities.
  • Contribute to the firm's growth and reputation as a leading provider of estate planning for high-net-worth clients.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)

Work Experience
  • 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)

Licenses and Certifications
  • Certified Financial Planner (CFP) (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)
  • Chartered Financial Consultant (ChFC) (preferred)

Skills
  • Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
  • Exceptional analytical, communication, and relationship-building skills.
  • Experience collaborating with attorneys, financial advisors, and tax professionals.
  • Expertise in wealth preservation, asset protection, and family governance strategies.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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