Current jobs related to Wealth Advisor - Indianapolis - Charles Schwab

  • Associate Wealth Advisor

    2 months ago

    Indianapolis, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...

  • Wealth Advisor

    4 weeks ago

    Indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Wealth Advisor

    4 weeks ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Wealth Advisor

    4 weeks ago

    Indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Wealth Advisor

    2 weeks ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.Duties & Responsibilities:Relationship...

  • Associate Wealth Advisor, Schwab Wealth Advisory

    3 months ago

    Indianapolis, United States Charles Schwab Full time

    Position Type: Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier,...

  • Administrative Associate

    19 hours ago

    Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com Client Relations Assistant General Responsibilities The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but...

  • Administrative Associate

    3 days ago

    Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comClient Relations AssistantGeneral ResponsibilitiesThe Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but not...

  • Financial Services Professional

    2 weeks ago

    Indianapolis, Indiana, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorAt Atria Wealth Solutions, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to our clients on their financial planning and investment needs.Key Responsibilities:Provide financial planning and investment advice...

  • Regional Manager of Wealth Management

    2 weeks ago

    Indianapolis, Indiana, United States Stock Yards Bank and Trust Full time

    Job SummaryAs a Regional Manager of Wealth Management & Trust, you will be responsible for building and developing all facets of the Wealth Management Business in the Indianapolis market. Your primary focus will be on obtaining new business, including investment management, trust, company retirement plans, financial planning, and insurance. Stock Yards Bank...

  • Chief Wealth Planning Officer

    4 weeks ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Chief Wealth Planning Officer

    2 weeks ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Chief Wealth Planning Officer

    4 weeks ago

    Indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Chief Wealth Planning Officer

    3 days ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Chief Wealth Planning Officer

    3 days ago

    indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Chief Wealth Planning Officer

    3 days ago

    Indianapolis, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

  • Financial Services Professional

    1 month ago

    Indianapolis, Indiana, United States Strategic Wealth Designers Full time

    Financial Advisor Job DescriptionAre you a seasoned financial professional seeking a new challenge? Do you have a passion for helping clients achieve their financial goals? We're looking for a skilled Financial Advisor to join our team at Strategic Wealth Designers (SWD).Job SummaryAs a Financial Advisor, you will work closely with our Lead Advisor to build...

  • Financial Services Professional

    2 weeks ago

    Indianapolis, Indiana, United States Strategic Wealth Designers Full time

    Job OverviewStrategic Wealth Designers is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with our Lead Advisor to interact with new and existing clients, providing advice and guidance to help them achieve their financial goals.Key Responsibilities:Work closely with the Lead Advisor to interact with...

  • Financial Advisor

    3 days ago

    Indianapolis, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN. The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing...

  • Financial Advisor

    1 week ago

    Indianapolis, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN.The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is responsible for initiating new business, managing existing client relationships, formulating, and implementing...

Wealth Advisor

3 months ago

Indianapolis, United States Charles Schwab Full time
Your Opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Tax, Trust, and Estate Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

Schwab Wealth Advisory is Schwab's premier, fee-based, and non-discretionary wealth management offering, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients' unique circumstances and needs. As a Manager, Schwab Wealth Advisor, you will work with clients to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Manager, Schwab Wealth Advisor.

What you have

Manager, Schwab Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI's advice philosophy will enable you to leverage a vast array of holistic wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs. In this role you will be responsible for:

Personalized Approach:
  • Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients' individual goals with the ability to adapt to changing needs
Complete Wealth Management Strategy:
  • Developing, implementing, and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences, and risk tolerance based on Schwab's investment philosophy
Experienced Team:
  • Ability to develop strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned practice of high-net-worth clients
You will have the tools, resources, and support to succeed in portfolio management.

Specifically:
  • Client relationship management software that enables seamless client interactions
  • Financial Planning software designed for customized client focused portfolio solutions
  • Access to third party and proprietary research to support the advice recommendations
  • Ongoing training and commitment to your professional development
We place a premium on high performance, quality service and the ability to execute the SWAI strategy.

Essential skills include:
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
  • Bachelor's degree required
  • CFP® designation strongly preferred
  • Three or more years of advisory experience required
  • Five or more years of working directly with clients in the financial services industry highly preferred


In addition to the salary range, this role is also eligible for bonus or incentive opportunities.