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University of Saint Francis

Fort Wayne, Indiana

Bucheri McCarty & Metz Logo
Bucheri McCarty & Metz

Kokomo, Indiana

Spectrum Wealth Management Logo
Spectrum Wealth Management

Carmel, Indiana

Spectrum Wealth Management Logo
Spectrum Wealth Management

Carmel, Indiana

Timpe CPAs LLC Logo
Timpe CPAs LLC

Zionsville, Indiana

BGBC Partners LLP Logo
BGBC Partners LLP

Indianapolis, Indiana

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Flagship Enterprise Center

Anderson, Indiana Logo

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Indianapolis, Indiana

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Senior Wealth Advisor
Position Summary: We are seeking candidates for the position of Senior Wealth Advisor. The individual will be responsible for preparing and delivering comprehensive wealth management services to firm clients, including the development and ongoing implementation of client wealth plans.   Position Duties and Responsibilities: Review and analyze client data including investment portfolios, estate, and insurance documents, tax returns, and other financial documents Develop a wealth plan integrating wealth management, wealth transfer, and tax efficiency goals and provide ongoing support to effectuate the objectives Cultivate strong client relationships through ongoing communication and interaction, deliver superior client service to ens

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