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Wealth Management Jobs in Indiana (NOW HIRING)

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 Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Fifth Third Bank

Senior Wealth Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation. The role ...

Fifth Third

Senior Wealth Strategist

Indianapolis, IN

$116K - $150K/yr

This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation. The role ...

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...

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Wealth Management information

See Indiana salary details

$71.4K

$93K

$111.3K

How much do wealth management jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth management 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 wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

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

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
More about Wealth Management jobs
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 jobs in Indiana? For Wealth Management jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Wealth Management jobs in Indiana look for? The top searched job categories for Wealth Management jobs in Indiana are:
What cities in Indiana are hiring for Wealth Management jobs? Cities in Indiana with the most Wealth Management job openings:
Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Indiana as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $92,993 per year, or $44.7 per hour.

Senior Wealth Advisor

WealthBridge Financial Group

Brownsburg, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Senior Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply