Director of High Net Worth Investment Advisory - Indianapolis IN - Leadership/Equity Opportunity

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JOB DESCRIPTION

Job #: 15642
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
Benefits: standard
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

QUALIFICATIONS

Track record of relationship management and business development success in the holistic wealth advisory arena
Education: Bachelor's
  
Total Years of Experience: 5-6+
  
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