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Private Wealth Management Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Wealth Advisor III

Indianapolis, IN

Develop new business in the assigned region(s) and support other Private Wealth relationships in that region. * Manage new business pipeline in order to surpass business development goals. This ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ...

Deloitte

Tax Manager - Private Wealth

Indianapolis, IN · On-site

$106K - $139K/yr

... management activities. You'll also begin building marketplace eminence through pursuits and other ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

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All JobsPrivate Wealth Management JobsPrivate Wealth Management Jobs in Indiana

Private Wealth Management information

See Indiana salary details

$10.5K

$42.7K

$51.5K

How much do private wealth management jobs pay per year?

As of Sep 2, 2026, the average yearly pay for private wealth management in Indiana is $42,686.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $48,200.00 per year, depending on experience, location, and employer.

What is private wealth management?

Private wealth management is a professional service that provides individuals, families, or entities with comprehensive financial planning and investment management tailored to their unique needs. It typically involves creating strategies to grow, protect, and transfer wealth, offering services such as portfolio management, tax planning, estate planning, and retirement planning. Private wealth managers work closely with clients to understand their financial goals and risk tolerance, providing personalized advice and solutions. This service is often targeted at high-net-worth individuals or those with complex financial situations.

What are the key skills and qualifications needed to thrive in private wealth management?

To thrive in Private Wealth Management, you need a deep understanding of investment strategies, financial planning, and market analysis, often supported by a degree in finance or economics and certifications like the CFP or CFA. Familiarity with financial planning software, portfolio management systems, and CRM platforms is typically required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and long-term relationships with high-net-worth clients. These competencies ensure clients receive tailored, effective financial advice and that their wealth is managed securely and strategically.

What are some common challenges faced by professionals in private wealth management, and how can they be addressed?

Professionals in Private Wealth Management often face challenges such as managing complex client portfolios, staying updated with changing financial regulations, and maintaining strong client relationships. Balancing personalized service with the demands of compliance and risk management can be demanding, especially when clients have diverse financial goals and risk tolerances. To address these challenges, it's important to stay current with industry certifications, leverage advanced portfolio management tools, and foster transparent communication with clients and team members. Collaboration with legal, tax, and investment specialists is also key to delivering comprehensive wealth solutions.

What is the difference between Private Wealth Management vs Financial Advisor?

AspectPrivate Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, Series 7, Series 66
Work EnvironmentHigh-net-worth client focus, personalized servicesBroader client base, including middle-income clients
Employer & IndustryPrivate banks, wealth management firmsIndependent, brokerage firms, banks

Private Wealth Management and Financial Advisors both serve clients with financial planning needs, but Private Wealth Managers typically focus on high-net-worth individuals with personalized, comprehensive services. Financial Advisors often serve a broader client base with more standardized solutions. The roles overlap in credentials and industry usage, but their client focus and service scope differ.

How much money can you make in private wealth management?

Private wealth management professionals' earnings vary based on experience, client base, and performance, with salaries typically ranging from $70,000 to over $200,000 annually. Many also earn commissions or bonuses tied to assets under management and client retention, making total compensation potentially much higher for top performers.

Is private wealth management a good job?

Private wealth management is a competitive field that involves advising high-net-worth clients on investments, estate planning, and financial strategies. It requires strong interpersonal skills, financial knowledge, and often certifications like the CFP or CFA. The job can offer high earning potential and career growth but also demands long hours and high-pressure situations.

What do you do as a private wealth management professional?

A private wealth management professional provides personalized financial planning and investment management services to high-net-worth individuals. They analyze clients' financial situations, develop strategies to grow and protect assets, and often coordinate with other financial specialists. Strong communication skills and relevant certifications, such as the CFP, are typically required in this role.

What are popular job titles related to Private Wealth Management jobs in Indiana?

For Private Wealth Management jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Private Wealth Management jobs in Indiana look for?

The top searched job categories for Private Wealth Management jobs in Indiana are:

What cities in Indiana are hiring for Private Wealth Management jobs?

Cities in Indiana with the most Private Wealth Management job openings:

Private Wealth Management jobs near you
Infographic showing various Private Wealth Management job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $42,686 per year, or $20.5 per hour.

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 163 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
  • Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
  • Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
  • Generates large new business opportunities on a consistent basis
  • Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
  • Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
  • Ensures that account administration complies with fiduciary principles
  • Coordinates client service activities with other wealth management partners
  • Mentors and coaches junior trust advisors

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in Business, Finance, Economics, Accounting or a related field
  • Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
  • Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
  • Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

Preferences
  • Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
  • Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies
  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines simultaneously
  • Advanced analytical and problem-solving skills, including attention to detail
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent presentation and sales abilities
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong organizational skills

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
Median:
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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