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Indiana Philanthropy Alliance

Indianapolis, Indiana

Bering CPA Firm LLC Logo
Bering CPA Firm LLC

Indianapolis, Indiana

University of Saint Francis

Fort Wayne, Indiana

Bucheri McCarty & Metz Logo
Bucheri McCarty & Metz

Kokomo, Indiana

Bucheri McCarty & Metz Logo
Bucheri McCarty & Metz

Kokomo, 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

Centra Credit Union Logo
Centra Credit Union

Columbus, Indiana

BGBC Partners LLP Logo
BGBC Partners LLP

Indianapolis, Indiana

www.oneamerica.com Logo
www.oneamerica.com

Indianapolis, Indiana

www.oneamerica.com Logo
www.oneamerica.com

Indianapolis, Indiana

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Associate Wealth Advisor
Job Summary The Associate Wealth Advisor is critical to Spectrum Wealth Management’s growing organization and will be mapped with a career path to Senior Wealth Advisor.  This position will directly support our Wealth Advisors, particularly as it relates to client onboarding, financial analysis and investment planning.  As an Associate Wealth Advisor, you will help develop, update and present financial plans to our clients as well as assist in the implementation of financial planning recommendations.   Duties and Responsibilities Take ownership of all aspects in preparation of client meetings, including preparation of investment allocation report, personal financial statement, and other financial planning deliverables.


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