Lead and serve on a team of Wealth Management professionals serving high-net-worth clients * Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies ...
Lead and serve on a team of Wealth Management professionals serving high-net-worth clients * Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies ...
Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ... Ability to manage multiple goals and deadlines simultaneously * Advanced analytical and problem ...
Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ... Ability to manage multiple goals and deadlines simultaneously * Advanced analytical and problem ...
Wealth Management Client Associate
Bloomington, IN · On-site
$13.50 - $18.50/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Wealth Management Client Associate
Bloomington, IN · On-site
$13.50 - $18.50/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Serve on a team of Wealth Management professionals serving high-net-worth clients * Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
Serve on a team of Wealth Management professionals serving high-net-worth clients * Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Senior Financial Advisor
Munster, IN · On-site
Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial ... Positive attitude, high energy, and professional demeanor * Ability to exercise good judgment by ...
Quick apply
Senior Financial Advisor
Munster, IN · On-site
Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial ... Positive attitude, high energy, and professional demeanor * Ability to exercise good judgment by ...
Wealth Management Client Associate
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Wealth Management Client Associate
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Wealth Management Client Associate
Indianapolis, IN · On-site
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Wealth Management Client Associate
Indianapolis, IN · On-site
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Demonstrates professional verbal and written communication skills Skills: * Account Management
Senior Financial Advisor
Munster, IN · On-site
Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial ... Positive attitude, high energy, and professional demeanor * Ability to exercise good judgment by ...
Senior Financial Advisor
Munster, IN · On-site
Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial ... Positive attitude, high energy, and professional demeanor * Ability to exercise good judgment by ...
Intern Wealth Advisory Summer 2027
Indianapolis, IN · On-site
$17 - $22.25/hr
... Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice. How you will ...
New
Intern Wealth Advisory Summer 2027
Indianapolis, IN · On-site
$17 - $22.25/hr
... Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice. How you will ...
New
Intern Wealth Advisory Summer 2027 | Multiple Locations - 2237409
Indianapolis, IN · On-site
$14.25 - $19.25/hr
... Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice. How you will ...
Intern Wealth Advisory Summer 2027 | Multiple Locations - 2237409
Indianapolis, IN · On-site
$14.25 - $19.25/hr
... Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice. How you will ...
Summary The Wealth Advisor manages existing client relationships, delivering comprehensive ... Coordinate with estate planning attorneys, CPAs, and other professionals on behalf of clients
Summary The Wealth Advisor manages existing client relationships, delivering comprehensive ... Coordinate with estate planning attorneys, CPAs, and other professionals on behalf of clients
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
Senior Wealth Advisor - Hybrid
Noblesville, IN · On-site
$110K/yr
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
Senior Wealth Advisor - Hybrid
Noblesville, IN · On-site
$110K/yr
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... professionalism, and client service. * Lead by example through strong relationship management ...
Professional credentials (or actively pursuing) such as CRSP, CRPP ® , QKA ® , QKC ® , CRPS ® ... Through our Wealth Management division, we deliver customized retirement plan solutions that help ...
Professional credentials (or actively pursuing) such as CRSP, CRPP ® , QKA ® , QKC ® , CRPS ® ... Through our Wealth Management division, we deliver customized retirement plan solutions that help ...
Wealth Advisor I
Greenfield, IN · On-site
The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion ... Manage and support client accounts by conducting financial reviews, assessing goals and risk ...
Wealth Advisor I
Greenfield, IN · On-site
The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion ... Manage and support client accounts by conducting financial reviews, assessing goals and risk ...
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ...
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ...
Asset & Wealth Management - Tax Senior Manager
Indianapolis, IN · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... PwC Professional skills and responsibilities for this management level include but are not limited ...
Asset & Wealth Management - Tax Senior Manager
Indianapolis, IN · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... PwC Professional skills and responsibilities for this management level include but are not limited ...
Wealth Management Professional information
See Indiana salary details
$71.4K - $75K
8% of jobs
$75K - $78.6K
8% of jobs
$81.9K is the 25th percentile. Wages below this are outliers.
$78.6K - $82.3K
9% of jobs
$82.3K - $85.9K
9% of jobs
$85.9K - $89.5K
9% of jobs
The median wage is $91.8K / yr.
$89.5K - $93.2K
8% of jobs
$93.2K - $96.8K
10% of jobs
$96.8K - $100.4K
9% of jobs
$101.2K is the 75th percentile. Wages above this are outliers.
$100.4K - $104.1K
9% of jobs
$104.1K - $107.7K
8% of jobs
$107.7K - $111.3K
9% of jobs
$71.4K
$93K
$111.3K
How much do wealth management professional jobs pay per year?
As of Aug 24, 2026, the average yearly pay for wealth management professional in Indiana is $92,993.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,300.00 and $103,700.00 per year, depending on experience, location, and employer.
What is the difference between Wealth Management Professional vs Financial Advisor?
| Aspect | Wealth Management Professional | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, Series 7/66 | CFP, Series 7/66 |
| Work Environment | Banking, private banks, wealth firms | Independent, firm-based, or bank |
| Industry Usage | High-net-worth clients, comprehensive planning | General clients, investment advice |
Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.
What are different careers in wealth management?
Careers in wealth management include roles such as financial advisor, portfolio manager, estate planner, and client relationship manager. These professionals typically require strong financial analysis skills, certifications like the CFP or CFA, and work in financial firms or private banks to help clients manage and grow their assets.
What does a wealth management professional do?
A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software; certifications such as CFP or CFA are common. Their work involves ongoing portfolio management, risk assessment, and client communication to ensure financial growth and stability.
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 Professional jobs in Indiana?
For Wealth Management Professional jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Wealth Management Professional jobs in Indiana look for?
The top searched job categories for Wealth Management Professional jobs in Indiana are:
What cities in Indiana are hiring for Wealth Management Professional jobs?
Cities in Indiana with the most Wealth Management Professional job openings:
Senior Managing Advisor, Wealth Advisory - 2236880
Indianapolis, IN • On-site
Forvis Mazars
8.1
Based on 30 frontline employees who took The Breakroom Quiz
12th of 23 rated bookkeepers and accountants
People enjoy working here
Good employer
Recommended by students
Respectful managers
Good training
Full-time
Re-posted 17 days ago
Job description
Description & Requirements
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.
What You Will Do:
Minimum Qualifications:
Preferred Qualifications:
#LI-IND
#LI-SS1
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.
What You Will Do:
- Lead and serve on a team of Wealth Management professionals serving high-net-worth clients
- Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
- Financial Planning
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning Trust Administration
- Survivor Assistance
- Develop/maintain in-depth expertise and global knowledge of wealth management services
- Coordinate & work on multiple, concurrent client projects
- Actively participate in business development activities to identify, pursue & acquire new clients
- Develop contacts with others in the business, professional or civic community
Minimum Qualifications:
- Bachelor's degree is required; Financial planning degree preferred
- 7+ years or more of experience serving as the lead wealth management advisor to high-net-worth families
- One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
Preferred Qualifications:
- High emotional intelligence and a strong desire to provide outstanding client service
- Ability to communicate both up and downstream and exercise judgment in assessing client interactions
- Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
- Strong written and verbal communication techniques
#LI-IND
#LI-SS1
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
About Forvis Mazars
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