Director of Financial Planning - Indianapolis IN - Leadership/Equity Opportunity
This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.
|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|
|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
Track record of relationship management and business development success in the wealth management arena
Total Years of Experience: