As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail ...
As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail ...
Key Private Bank Wealth Planner
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
Key Private Bank Wealth Planner
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
Key Private Bank Wealth Planner
Indianapolis, IN · On-site
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
Key Private Bank Wealth Planner
Indianapolis, IN · On-site
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
Key Private Bank Wealth Planner
Elkhart, IN · On-site
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
Key Private Bank Wealth Planner
Elkhart, IN · On-site
$96K - $181K/yr
... management, executive compensation and business succession planning). In addition, the Planner is ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...
... and wealth management organizations on their most important business priorities. You will help ... You will work directly with senior executives (CEO, COO, Head of Distribution, CFO, CSO) to shape ...
... and wealth management organizations on their most important business priorities. You will help ... You will work directly with senior executives (CEO, COO, Head of Distribution, CFO, CSO) to shape ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Commercial Account Executive, P&C
Indianapolis, IN · Hybrid
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Commercial Account Executive, P&C
Indianapolis, IN · Hybrid
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... wealth management and retirement challenges through custom solutions and a people-first approach ... The Account Executive serves as the primary day-to-day contact for assigned clients, responsible ...
Private Client - Sales Executive
$65K - $89K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$65K - $89K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$75K - $102K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$75K - $102K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$73K - $99K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$73K - $99K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$75K - $102K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$75K - $102K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$73K - $100K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
$73K - $100K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
Mishawaka, IN · On-site
$70K - $95K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
Private Client - Sales Executive
Mishawaka, IN · On-site
$70K - $95K/yr
About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ...
New
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... riskand wealth management,productsand services.With over21,000 employeesinover 600offices ... Our Sales Executives work directly with clients,and oursupportteamsto grow aprofitablebook of ...
... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As an Account Executive you will provide professional ...
... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As an Account Executive you will provide professional ...
Wealth Management Executive information
See Indiana salary details
$25.2K - $38.8K
11% of jobs
$38.8K - $52.5K
12% of jobs
$54.1K is the 25th percentile. Wages below this are outliers.
$52.5K - $66.1K
22% of jobs
The median wage is $73.7K / yr.
$66.1K - $79.7K
10% of jobs
$79.7K - $93.3K
9% of jobs
$93.3K - $107K
11% of jobs
$109K is the 75th percentile. Wages above this are outliers.
$107K - $120.6K
11% of jobs
$120.6K - $134.2K
4% of jobs
$134.2K - $147.8K
11% of jobs
$147.8K - $161.5K
0% of jobs
$161.5K - $175.1K
1% of jobs
$25.2K
$89K
$175.1K
How much do wealth management executive jobs pay per year?
As of Aug 8, 2026, the average yearly pay for wealth management executive in Indiana is $89,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,200.00 and $114,700.00 per year, depending on experience, location, and employer.
What is the difference between Wealth Management Executive vs Financial Advisor?
| Aspect | Wealth Management Executive | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, Series 7/66 | CFP, Series 7/66 often preferred |
| Work Environment | Corporate offices, private banks, wealth firms | Financial planning firms, banks, independent practice |
| Employer & Industry | Financial institutions, private banks, wealth management firms | Financial advisory firms, banks, independent advisors |
| Primary Focus | High-net-worth client portfolios, strategic wealth planning | Individual financial planning, investment advice |
While both roles involve managing client assets, a Wealth Management Executive typically oversees strategic wealth services for high-net-worth clients within financial institutions, focusing on comprehensive wealth solutions. A Financial Advisor often provides personalized financial planning and investment advice to a broader client base. The roles share similar credentials and work environments but differ in scope and client focus.
What does a wealth management executive do?
A wealth management executive oversees the development and implementation of financial strategies for high-net-worth clients, providing investment advice, estate planning, and financial planning services. They analyze client needs, coordinate with financial professionals, and use tools like financial software to optimize client portfolios and achieve their financial goals.
What are the most commonly searched types of Wealth Management jobs in Indiana? The most popular types of Wealth Management jobs in Indiana are:
Job description
IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center
Job Description
The Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group. As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. This position will also create both internal and external marketing strategies to drive visibility and establish and maintain the P&L aspects associated with this extremely important vertical business.
Essential Functions
Develop, manage, and maintain the Private Bank team in key strategic markets throughout the Northwest footprint.
Establish and enhance core business metrics that meet or exceed annual plan and budgetary requirements.
Perform continuous market analysis to identify and enhance the client experience and generate revenue from the Private Bank key services including Depository, Lending, and Investment Management services.
Work in close co-operation with various business line leaders to ensure the Wealth Management experience is delivered in a broad and consistent fashion.
Ensure that Private Bank offerings are competitive and delivered in an initiative-taking fashion to clients of Northwest Bank seeking this level of service.
Partner with the Marketing teams in developing both internal and external brand recognition engagements and sales materials.
Responsible for managing pipeline and activities to ensure appropriate number of opportunities are pursued to ensure revenue and budgetary goals.
Keep up to date with markets, investments and private banking products and services and competitor offerings.
Create, schedule, lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.
Additional Essential Functions
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Additional Responsibilities
Partner with Wealth Management, Investment Banking, Trust, and Commercial Banking leaders on integrated client solutions
Identify new client segments or product opportunities (e.g., family offices, entrepreneurs, crossborder clients)
Lead strategic planning around asset gathering, profitability, and client lifecycle management
Act as a senior escalation point for client complaints, disputes, or compliance issues
Participate in talent calibration, succession planning, and compensation decisions
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Business, Finance or related academic track And
Master's Degree MS, MBA
Work Experience
More than 15 years Financial Services Experience
8 - 12 years Wealth Management & Private Banking
Licenses and Certifications
CTFA Upon Hire
CFP Upon Hire
FINRA SIE Upon Hire
Series 6 Upon Hire
Series 7 Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
About Northwest Oncology & Hematology
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Rolling Meadows, IL, US
Year founded
1978