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Comerford & Co. PC

Peru, Indiana

Isaacs & Isaacs  Personal Injury Attorneys Logo
Isaacs & Isaacs Personal Injury Attorneys

Louisville, Kentucky

Hall Render

Indianapolis, Indiana

Bucheri McCarty & Metz Logo
Bucheri McCarty & Metz

Kokomo, Indiana

Bucheri McCarty & Metz Logo
Bucheri McCarty & Metz

Kokomo, Indiana

Agresta, Storms & O'Leary, PC Logo
Agresta, Storms & O'Leary, PC

Indianapolis, Indiana

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Associate Wealth Manager
We are currently seeking an Associate Wealth Manager for our Indianapolis office.  We offer a professional, family-friendly atmosphere focused on professional and personal growth. We are dedicated to offering world class client service while developing long-term, meaningful relationships with our clients. Key Responsibilities: Client relationship management, primary and secondary relationships, including ongoing and regular client contact and communications Client service, within a team concept, including financial plan development with alternatives and recommendations, portfolio changes and reviews, returns and new opportunity identification, while integrating appropriate team and staff involvement Client asset management, includin


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