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

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Job #: 15798
Status: Inactive / Filled
Title: Director of Financial Planning - Indianapolis IN - Leadership/Equity Opportunity
Job Location: IN-Indianapolis
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans
Industries: None
Base Compensation:
Low: $100,000       High: $125,000
Total Compensation:
Low: $125,000       High: $150,000
Bonus, Incentives, etc.: excellent bonus plus future equity potential
Benefits: standard
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
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
Mandatory Minimum Qualifications - Must Have: Track record of relationship management and business development success in the wealth management arena
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 5-6+
First Name:
Last Name:
E-mail Address:


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