Last updated 2026-07-05

47 Wealth Management Jobs in Indianapolis, IN, United States

Browse 47 Wealth Management jobs across Indianapolis, IN, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 12m ago

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0147 The Huntington Investment Company

Jul 3
Regional Manager HFA and Preferred Banking
Indianapolis, IN, United States mid Full Time
  • Lead regional mass affluent banker and financial advisor expansion in alignment with retail branch, regional banking and wealth management…
  • Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors throug…

Regions

Jul 3
Private Wealth Management Trust Advisor
Indianapolis, IN, United States mid Full Time $90.7k/yr
  • Job Description: At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA…
  • Primary Responsibilities Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships Gen…

Busey Bank

Jul 2
Trust & Estate Settlement Advisor
Carmel, IN, United States mid Full Time $98k-127.1k/yr
  • Responsible for outreach to the Wealth Management, Commercial and Retail teams for internal educational opportunities and sales opportuniti…
  • Demonstrated experience and understanding of wealth management solutions including investments, banking and trust concepts including, but n…

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Stifel

Jul 2
Portfolio Analyst
Zionsville, IN, United States mid Full Time
  • What You'll Be Doing The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Pla…
  • Critically examines current holdings to evaluate whether action is warranted Develops customized financial plan/asset allocation proposals,…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 1
Advisor Development Program - Financial Solutions Advisor Trainee...
Carmel, IN, United States entry Full Time
  • This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that pro…

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Huntington

Jul 1
Wealth Planner
Indianapolis, IN, United States senior Full Time
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.

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Old National Bank

Jun 30
Relationship Banker
Indianapolis, IN, United States mid Full Time $17/hr
  • May manage an assigned client portfolio to handle all consumer banking relationship needs.
  • Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecy…

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Centier Bank

Jun 30
Traveling Universal Banker
Fishers, IN, United States mid Full Time $19/hr
  • Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
  • Skills and Experience: Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, ShareP…

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711 MS Smith Barney, LLC

Jun 30
Registered Client Relationship Analyst
Indianapolis, IN, United States senior Full Time
  • POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/…
  • And preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as…

Wells Fargo

Jun 29
Senior Premier Banker - Carmel Valley Branch
Carmel, IN, United States senior Full Time
  • In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
  • This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their…

WealthBridge Financial Group

Jun 26
Senior Wealth Advisor
Brownsburg, IN, United States senior Full Time
  • As a Senior Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial…
  • WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team.

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Massachusetts Mutual Life Insurance Co.

Jun 25
Suitability Principal (Transfer of Assets)
Indianapolis, IN, United States senior Full Time $84.1k-110.3k/yr
  • As a Suitability Principal, you’ll review complex in-force transactions, guide stakeholders on best interest standards, and play a critical…
  • The Team You’ll join the MMLIS Transfer of Assets (TOA) and Inforce Operations team, a collaborative, high-performing group that partners…

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Fidelity Investments Careers

Jun 23
Financial Representative - Indianapolis, IN
Indianapolis, IN, United States senior
  • The Expertise We’re Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance…
  • The Value You Deliver A key member of the team, you are offering support to Fidelity’s most valuable clients daily…

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Dean Dorton

Jun 19
Assurance Manager
Indianapolis, IN, United States mid
  • Essential Duties & Responsibilities Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, e…
  • With dedicated industry teams, we offer assurance services ranging from audit, reviews, and compilations to risk management and internal co…

Rockefeller Capital Management

Jun 10
Client Associate
Carmel, IN, United States entry Full Time
  • The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients.
  • Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join…

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Morgan Stanley

Jun 2
Registered Client Relationship Analyst
Indianapolis, IN, United States senior Full Time
  • Through regular interactions with clients, individuals in this role build trusted relationships.
  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be…

Bank of Montreal

Jun 2
Emerging Middle Market - Relationship Manager, Vice President
Indianapolis, IN, United States mid Full Time $122.4k-228k/yr
  • Manages high-value client portfolios, driving cross-selling, retention, and profitability.
  • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.

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LE001 Northwest Bank

May 22
Universal Banker
Fishers, IN, United States mid Full Time
  • Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
  • Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline…

Royal Bank of Canada

May 18
Senior Registered Client Associate
Indianapolis, IN, United States senior Full Time
  • As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch.
  • Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and main…

94-1687665 Bank of America, National Association

May 13
Relationship Banker - Indianapolis Market
Indianapolis, IN, United States entry Full Time
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Edelman Financial Engines

May 12
Client Service Associate
Indianapolis, IN, United States entry $50k-65k/yr
  • As a member of the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.

Crowe LLP

Apr 29
Senior Audit Manager - Asset Management
Indianapolis, IN, United States senior Full Time
  • Your background should have experience in external audit working with Private Equity, funds and Fintech clients.
  • 8+ years of recent and relevant public accounting external audit experience.

Transamerica

Apr 27
Retirement Planning Consultant I (Indianapolis, IN)
Indianapolis, IN, United States mid Part Time
  • Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referri…
  • Job Description Responsibilities Develop and execute strategies and approaches to promote participant action toward a fully funded retireme…

PNC

Apr 27
Relationship Banker Business Specialist
Indianapolis, IN, United States mid Full Time
  • Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging…
  • Job Description Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue.

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Cerity Partners Management LLC

Apr 14
Client Service Associate
Indianapolis, IN, United States entry Full Time $70k-75k
  • This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client…
  • Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.
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