Director of High Net Worth Investment Advisory - Indianapolis IN - Leadership/Equity Opportunity
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|Status:||Inactive / Filled|
|Title:||Director of High Net Worth Investment Advisory - Indianapolis IN - Leadership/Equity Opportunity|
|Job Location:||Indianapolis, IN|
|Base Compensation:||$100,000 — $150,000|
|Total Compensation:||$125,000 — $175,000|
|Is Employer Willing to Relocate?:||Yes|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans|
WHY IS THIS A GREAT OPPORTUNITY?
Boutique Fee Only Investment Advisor and Fee-Only Financial Planning Firm seeks Director of High Net Worth Investment Advisory - Indianapolis IN - Leadership/Equity Opportunity
JOB DESCRIPTION~Evolve into lead relationship manager for existing high net worth clients ~Advise on estate planning, tax planning, financial planning, investment and retirement planning strategies
Track record of relationship management and business development success in the holistic wealth advisory arena
Total Years of Experience: