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Wealth Relationship Manager Jobs in Indiana (NOW HIRING)

Old National Bank

Private Wealth Advisor, Assoc

Terre Haute, IN · On-site

$42K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Key Accountabilities Manage a portfolio of client relationships: * Including, but not limited to ... Prospect and develop new wealth business opportunities: * Foster productive relationships with ...

HUB

Wealth Advisor & Education Consultant

Indianapolis, IN · On-site

  • Medical

  • Life

  • Retirement

Summary The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services. This role can function independently with a personal ...

Keybank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

Keybank

Key Private Bank Wealth Planner

Indianapolis, IN · On-site

$96K - $181K/yr

The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

KeyBank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

PNC Bank

Wealth Advisor - PNC Wealth Management

Carmel, IN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Acquires, expands and maintains client relationships through business development and client ...

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Showing results 21-40

All JobsWealth Relationship JobsWealth Relationship Manager JobsWealth Relationship Manager Jobs in Indiana

Wealth Relationship Manager information

See Indiana salary details

$26.6K

$76.8K

$133.7K

How much do wealth relationship manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for wealth relationship manager in Indiana is $76,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $100,400.00 per year, depending on experience, location, and employer.

What does a wealth relationship manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

What are the key skills and qualifications needed to thrive as a wealth relationship manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

How does a wealth relationship manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What is the difference between Wealth Relationship Manager vs Financial Advisor?

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

What are popular job titles related to Wealth Relationship Manager jobs in Indiana?

For Wealth Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Wealth Relationship Manager jobs in Indiana look for?

The top searched job categories for Wealth Relationship Manager jobs in Indiana are:

What cities in Indiana are hiring for Wealth Relationship Manager jobs?

Cities in Indiana with the most Wealth Relationship Manager job openings:

Wealth Relationship Manager jobs near you
Infographic showing various Wealth Relationship Manager job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $76,796 per year, or $36.9 per hour.

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab Careers

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-


Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • Bachelor’s Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply