Search Filters
Use this area to filter your search results. Each filter option allows for multiple selections.
National Association of Mutual Insurance Companies (NAMIC)
Indianapolis, Indiana
Loading... Please wait.
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.
Loading. Please wait.