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Wealth Manager Jobs in Indiana (NOW HIRING)

PNC Bank

Wealth Advisor - PNC Wealth Management

Fort Wayne, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Indianapolis, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

PNC Bank

Wealth Advisor - PNC Wealth Management

Carmel, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

Wealthbridge-Financial-Group

Senior Wealth Advisor

Greenfield, IN · On-site

$90 - $150/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

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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 Aug 13, 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.

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.

Is wealth management a high paying career?

Wealth management is generally 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 top firms can earn six-figure incomes or higher.

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 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $56,642 per year, or $27.2 per hour.

Senior Wealth Advisor - Hybrid

Cetera Financial Group, Inc.

Noblesville, IN • On-site

$110K/yr

Full-time

Posted 14 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description


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 solutions. This role combines advanced financial planning expertise with proactive business development, relationship management, strategic judgment, and high standard of client service. The Senior Wealth Advisor partners closely with internal specialist and external referral partners to help clients build, grow, and protect their wealth through tax-aware investment strategies aligned with their long-term objectives. This role is accountable for developing and maintaining strong client relationships, converting prospective clients into long-term relationships, mentoring less experienced advisors, and consistently executing the firm's client service and planning standards. Success in this role requires professionalism, ownership, collaboration, leadership, and a commitment to continuous improvement. Senior Wealth Advisors are expected to lead by example, demonstrate strong business development results, and contribute to the growth and reputation of the firm.
Core Responsibilities:
Advanced Client Relationship & Advisory
  • Serve as lead advisor and primary relationship manager for high-value and complex client relationships
  • Deliver advanced financial planning strategies across retirement, investments, tax, insurance, and estate planning consideration
  • Develop a deep understanding of client goals, priorities, and financial circumstances to provide personalized planning guidance
  • Proactively anticipate client needs and provide strategic guidance during life events, market transitions and evolving financial situations
  • Conduct client review meetings and ongoing plan updates to ensure financial plans remain aligned with client objective and long-term goals.
  • Maintain consistent, proactive engagement across assigned client relationships while delivering a high standard of responsiveness, professionalism, and client service.
  • Lead by example through strong relationship management, accountability, and adherence to firm standards.
  • Provide mentorship and support to less experienced advisors and contribute to a collaborate team environment.

Financial Planning & Wealth Management Cetera Job Description
  • Develop and maintain comprehensive financial plans for high-value and complex client relationships covering retirement, investment, tax-aware strategies, insurance, and estate considerations
  • Utilize approved planning tools and firm resources to deliver accurate, timely, and strategic financial planning recommendations aligned with client objective
  • Provide guidance on complex and time-sensitive planning needs, including retirement income planning, charitable giving strategies, RMDs, and multi-generational planning considerations
  • Review portfolio activity, financial plans, and evolving client circumstances to identify risks, opportunities, and planning consideration
  • Ensure financial plans remain current, comprehensive, and aligned with client objectives and long-term goals

Business Development & Leadership
  • Generate new client opportunities through referrals, centers of influence, personal networking, and community engagement
  • Convert prospective clients into long-term client relationships using established discovery and planning processes
  • Build and maintain strong relationships with clients, referral partners, and centers of influence to support long-term business growth
  • Contribute to asset growth through client retention, asset consolidation, and net new asset acquisition
  • Lead by example through proactive business development activity, relationship management, and consistent execution of firm standards
  • Provide mentorship, guidance, and support to less-experienced advisors and contribute to a collaborative team environment
  • Participate in firm initiatives, educational events, and business development activities that support the growth and reputation of the firm

Collaboration & Oversight
  • Collaborate closely with internal teams including client service, tax, investment, trading, and operations to deliver a coordinated and consistent client experience
  • Lead planning, preparation, and execution of client review meetings, follow-up items, and ongoing service requests for assigned relationships
  • Coordinate account opening, documentation, and complex service requests in a timely and accurate manner
  • Maintain accurate, timely, and complete CRM documentation, including client notes, tasks, opportunities, and lead status
  • Follow and reinforce established firm workflows, service standards, and operational procedures
  • Support less-experienced advisors through collaboration, knowledge sharing, and mentorship

Compliance & Professional Development
Strategic & Operational Excellence
  • Adhere to all firm policies, procedures, and regulatory requirements
  • Maintain current knowledge of market trends, financial planning strategies, and industry regulations
  • Complete required continuing education, training, and licensing requirements
  • Demonstrate professionalism, accountability, and commitment to continuous learning and development.
  • Lead by example in maintaining high standards of client service, operational discipline, and compliance practice

Required Knowledge, Skills, and Abilities:
  • Advanced knowledge of financial planning, investment, and wealth management strategies
  • Strong understanding of regulatory requirements, firm policies, and compliance standards • Strong leadership, influence, and relationship-building skills
  • Ability to manage complex client scenarios, competing priorities, and sensitive client situations with professionalism and sound judgment
  • Proficiency with financial planning tools, CRM systems, and business applications
  • Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail
  • Ability to collaborate effectively within a team-based service model and contribute to mentorship and advisor development
  • CFP® certification required

Desired Knowledge, Skills, and Abilities:
  • Experience working with high-net-worth and complex client relationships
  • Demonstrated success in business development, client retention, and asset growth
  • Existing professional referral relationships and centers of influence
  • Advanced tax-aware, retirement, estate, and multi-generational planning strategies
  • Experience mentoring or supporting less-experienced advisors within a collaborative team environment
  • Demonstrated track record of business development and client retention

Minimum Required Education & Experience:
  • Bachelor's degree in finance or a related field or equivalent.
  • A minimum of 8+ years of experience in wealth management or financial advisory roles
  • FINRA Series 7 and 66 (or 65/63 combo) if dual registered
  • Series 65 (RIA only)
  • Insurance licenses (Life, Health, Long-Term Care), as applicable but preferred

Travel Requirements: Located outside of market - up to 50%; located inside market - up to 25%
Compensation: Total annual target compensation of up to approximately $300,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.
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