Director of Financial Planning - Indianapolis IN - Leadership/Equity Opportunity

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JOB DESCRIPTION

Job #: 15798
Status: Inactive / Filled
Title: Director of Financial Planning - Indianapolis IN - Leadership/Equity Opportunity
Job Location: Indianapolis, IN
Base Compensation: $100,000 — $125,000
Total Compensation: $125,000 — $150,000
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 Financial Planning - Indianapolis IN - Leadership/Equity Opportunity

JOB DESCRIPTION

~Evolve into lead relationship manager for existing high net worth clients ~Advise on financial planning, investment, tax, estate and retirement planning strategies ~Develop new business through referrals

QUALIFICATIONS

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