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Wealth Management Director Jobs in Indiana (NOW HIRING)

Schroders

Portfolio Director

Edinburgh, IN · On-site

$120.08 - $186.79/hr

We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh ... We are the wealth management business of the FTSE-listed global investment manager Schroders. We ...

Vertis Wealth

Estate and Document Attorney

South Bend, IN · On-site

$250 - $350/hr

... wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other ...

Vertis Wealth

Estate and Document Attorney

Fort Wayne, IN · On-site

$250 - $350/hr

... wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other ...

Centier

Director of Commercial & Industrial

Carmel, IN · On-site

The Director of Commercial & Industrial (C&I) provides strategic leadership and oversight of the ... This position also aligns C&I lending with Treasury, Retail, Wealth Management, and Operations to ...

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Showing results 21-40

All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Indiana

Wealth Management Director information

See Indiana salary details

$31.9K

$111.8K

$186K

How much do wealth management director jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth management director in Indiana is $111,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $149,400.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

What are the key skills and qualifications needed to thrive as a wealth management director, and why are they important?

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

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

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

What are the most commonly searched types of Wealth Management jobs in Indiana?

The most popular types of Wealth Management jobs in Indiana are:

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

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

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

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

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

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

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $111,790 per year, or $53.7 per hour.

Certified Public Accountant

Wealth Management Accounting

Fort Wayne, IN • On-site

$69K - $94K/yr

Full-time

Medical, Retirement, PTO

Re-posted 14 days ago

Job description

ProTax Wealth Management Accounting


Job Title: Certified Public Accountant (CPA) – Full-Time

Location: Fort Wayne, Indiana
Employment Type: Full-Time
Reports To: Firm Owner

About Us

We are a well-established small tax and accounting firm dedicated to providing personalized, high-quality financial and tax services to individuals and small businesses. Our firm takes pride in maintaining close relationships with clients while delivering accuracy, integrity, and trusted expertise. We foster a collaborative, supportive environment where each team member’s contribution truly matters.

Position Overview

We are seeking an experienced Certified Public Accountant (CPA) with a strong background in tax preparation and review to join our growing team. The ideal candidate will have experience managing client relationships, preparing and reviewing complex returns, and providing proactive tax planning advice. This role offers an excellent opportunity for a CPA who thrives in a small-firm setting and enjoys working directly with clients.

Key Responsibilities

  • Prepare and review individual, corporate, partnership, and fiduciary tax returns.
  • Conduct tax research and provide clients with accurate, timely advice on tax issues.
  • Review client financial statements and assist in year-end accounting adjustments.
  • Manage multiple client engagements and ensure compliance with all filing deadlines.
  • Communicate directly with clients to gather information and explain tax matters clearly.
  • Supervise or mentor junior staff when needed and support team collaboration.
  • Stay current with tax law changes and industry best practices.

Qualifications

  • Active CPA license (required).
  • Minimum 3 to 5 years of tax preparation experience in public accounting.
  • Proficiency with QuickBooks and major tax software (e.g., ATX, Lacerte, Drake, UltraTax, or similar).
  • Strong understanding of GAAP and federal/state tax regulations.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage multiple clients and meet deadlines in a fast-paced environment.
  • Commitment to maintaining the highest standards of confidentiality and professionalism.

Work Environment & Schedule

  • Full-time, year-round position.
  • Standard business hours with additional time as needed during tax season.

Compensation and Benefits

  • Competitive salary based on experience and qualifications.
  • Paid holiday and vacation
  • QSEHRA health plan
  • Simple IRA match
  • Professional development and continuing education opportunities.

Supportive small-firm culture with direct client interaction and meaningful impact.