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Wealth Management Professional Jobs in Pendleton, IN

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

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 ...

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

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 ...

Fifth Third Bank

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

Bachelor's degree required. * 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment. REQUIRED SKILLS: Qualified candidates ...

Fifth Third

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

Bachelor's degree required. * 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment. REQUIRED SKILLS: Qualified candidates ...

Pwc

Asset & Wealth Management Tax Manager

Indianapolis, IN · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit ...

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All JobsWealth Management Professional JobsWealth Management Professional Jobs in Pendleton, IN

Wealth Management Professional information

See Pendleton, IN salary details

$72.7K

$94.7K

$113.4K

How much do wealth management professional jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth management professional in Pendleton, IN is $94,704.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $105,600.00 per year, depending on experience, location, and employer.

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

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral 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 job categories do people searching Wealth Management Professional jobs in Pendleton, IN look for?

The top searched job categories for Wealth Management Professional jobs in Pendleton, IN are:

Wealth Management Professional jobs near you

Senior Managing Advisor, Wealth Advisory - 2236880

Indianapolis, IN • On-site

Forvis Mazars

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

12th of 23 rated bookkeepers and accountants

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Recommended by students

Learn more about Forvis Mazarsexternal

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:
  • 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

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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.

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