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Wealth Manager Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Wealth Advisor III

Indianapolis, IN · On-site

First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new ... Manage new business pipeline in order to surpass business development goals. This includes ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Indiana

Wealth Manager information

See Indiana salary details

$23.3K

$56.6K

$110.4K

How much do wealth manager jobs pay per year?

As of Jul 24, 2026, the average yearly pay for wealth manager in Indiana is $56,642.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $65,200.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are the most commonly searched types of Wealth jobs in Indiana? The most popular types of Wealth jobs in Indiana are:
What are popular job titles related to Wealth Manager jobs in Indiana? For Wealth Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Indiana look for? The top searched job categories for Wealth Manager jobs in Indiana are:
What cities in Indiana are hiring for Wealth Manager jobs? Cities in Indiana with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Indiana as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $56,642 per year, or $27.2 per hour.
Wealth Advisor

Wealth Advisor

Goelzer Investment Management, Inc

Carmel, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Profit sharing
  • Vision insurance
  • Wellness resources

Job Summary: We are seeking an experienced and relationship‑driven Wealth Advisor to deliver comprehensive financial guidance to high‑net‑worth individuals and multi‑generational families. This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer wealth with confidence. The ideal candidate brings technical expertise, emotional intelligence, and a commitment to exceptional client service.
Key Responsibilities
Client Relationship Management
  • Serve as the primary advisor to a portfolio of HNW clients, building long‑term, trust‑based relationships.
  • Conduct ongoing discovery to understand clients’ goals, values, family dynamics, and evolving financial needs.
  • Lead regular review meetings, ensuring clients remain informed and confident in their financial strategy.
Financial Planning & Advisory
Develop and implement customized, holistic financial plans covering: 
  •  Investment strategy and asset allocation
  •  Retirement planning
  •  Tax‑efficient wealth strategies
  •  Estate and legacy planning
  •  Risk management and insurance needs
  •  Philanthropic and charitable giving strategies
  •  Collaborate with internal specialists and external partners (CPAs, attorneys, estate planners) to deliver integrated solutions.
Investment Management
  • Construct and monitor tailored investment portfolios aligned with clients’ objectives, risk tolerance, and time horizons.
  • Provide ongoing portfolio analysis, performance reporting, and strategic recommendations.
  • Stay informed on market trends, economic conditions, and investment opportunities relevant to HNW clients.
Client Service & Operational Excellence
  • Ensure timely and accurate execution of client requests, transactions, and documentation.
  • Maintain meticulous records and adhere to compliance, regulatory, and fiduciary standards.
  • Partner with client service associates to deliver a seamless, high‑touch client experience.
Qualifications
  • Bachelor’s degree in finance, economics, business, or related field; advanced degree preferred.
  • Professional designations are strongly preferred (CFP®, CFA®, CPWA®, ChFC®, or similar).
  • 5-7 years of experience advising high‑net‑worth clients within wealth management, private banking, or financial planning.
  • Deep knowledge of investment strategies, tax‑efficient planning, estate planning concepts, and multi‑generational wealth issues.
  • Exceptional communication, interpersonal, and relationship‑building skills.
  • Proven ability to manage complex client situations with discretion, empathy, and professionalism.
Success Traits
  • High emotional intelligence and ability to navigate sensitive family dynamics.
  • Strategic thinker with strong analytical and problem‑solving skills.
  • Proactive, detail‑oriented, and committed to delivering exceptional client service.
  • Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness.
 Education:
  • Bachelor’s degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
  • CFA designation highly desirable.
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