Current jobs related to Experienced Wealth Management Consultant - Carmel, Indiana - ViziRecruiter

  • Wealth Management Business Development Officer

    1 month ago

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

    Job Title: Wealth Management Business Development OfficerAt Stock Yards Bank and Trust, we are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team. As a key member of our wealth management team, you will be responsible for identifying, developing, and securing new business opportunities from direct...

  • Wealth Management Business Development Officer

    1 week ago

    Carmel, Indiana, United States Stock Yards Bank & Trust Full time

    Job SummaryAs a Wealth Management Business Development Officer, you will be responsible for identifying and developing new business opportunities through direct prospecting and referrals. You will work closely with our team to build a valued personal and corporate profile in the community, cultivate professional and personal networks, and engage in...

  • Wealth Management Business Development Officer

    4 weeks ago

    Carmel, Indiana, United States Stock Yards Bank & Trust Full time

    Job Title: Wealth Management Business Development OfficerAs a key member of our Wealth Management team, you will be responsible for identifying, developing, and securing new business opportunities from direct prospecting efforts and referrals from personal and professional networks. Your primary goal will be to build a strong personal and corporate profile...

  • Financial Consultant

    2 weeks ago

    Carmel, Indiana, United States Charles Schwab Full time

    Empowering Your CareerAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Financial Consultant at Schwab, you will be responsible for...

  • Senior Financial Advisor

    1 week ago

    Carmel, Indiana, United States Trajan Wealth LLC Full time

    Job OpportunityTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Carmel, IN area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a seasoned professional.We pride ourselves on our...

  • Financial Advisor Opportunity

    2 weeks ago

    Carmel, Indiana, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Financial AdvisorTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM), is seeking a seasoned Financial Advisor to join our team in the Carmel, IN area. As one of the fastest-growing RIA firms in the nation, we are expanding our footprint and looking for a...

  • Chief Investment Officer

    4 weeks ago

    Carmel, Indiana, United States Oxford Financial Group, Ltd. Full time

    Job Title: Managing DirectorOxford Financial Group, Ltd. is seeking a seasoned Managing Director to join our team in Indianapolis. As a key member of our leadership team, you will be responsible for driving business growth, delivering exceptional client service, and leading high-performing teams.Key Responsibilities:Lead client engagements and provide expert...

  • Primary Care Nurse Specialist

    3 weeks ago

    Carmel, Indiana, United States Clinical Management Consultants Full time

    Primary Care Nurse OpportunityWe are seeking an experienced and dedicated Primary Care Nurse to join our team at Clinical Management Consultants. This role focuses on providing exceptional care in a primary care setting, where patient-centered care and clinical excellence are the top priorities.Key Responsibilities:Conduct comprehensive assessments of...

  • Sales Consultant

    4 weeks ago

    Carmel, Indiana, United States WHITTINGHAM Full time

    Join WHITTINGHAM as a Sales ConsultantWe are seeking a highly motivated and results-driven Sales Consultant to join our team. As a Sales Consultant, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and leading a small team to achieve sales goals.Key Responsibilities:Service...

  • Solutions Consultant

    4 weeks ago

    Carmel, Indiana, United States Baker Hill Solutions Full time

    Job Title: Solutions ConsultantAt Baker Hill Solutions, we are seeking a highly skilled Solutions Consultant to join our team. As a Solutions Consultant, you will play a critical role in assisting sales in generating revenue by selling software solutions and services to new logo prospects and existing clients within assigned territory.Key...

  • Experienced Lash Stylist

    4 weeks ago

    Carmel, Indiana, United States The Lash Lounge Full time

    Senior Lash Stylist OpportunityWe are seeking a highly skilled and experienced Senior Lash Stylist to join our team at The Lash Lounge. As a Senior Lash Stylist, you will be responsible for delivering exceptional customer service and providing high-quality lash extension services to our clients.Key Responsibilities:Lead the day-to-day application of our...

  • Account Executive, IT Managed Services Specialist

    3 weeks ago

    Carmel, Indiana, United States enVista Full time

    About enVistaenVista is a leading supply chain and enterprise consulting firm that provides technology and strategy services. With over 20 years of experience, we serve thousands of leading brands across various industries.Job SummaryWe are seeking an experienced Account Executive to join our IT Managed Services team. The successful candidate will be...

  • Experienced Tax Manager

    3 days ago

    Carmel, Indiana, United States DOZ Full time

    At Dauby O'Connor and Zaleski, LLC, we are seeking a highly skilled Tax Senior Manager to lead our tax team. As a Tax Senior Manager, you will be responsible for managing tax engagements, providing exceptional client service, and working closely with clients and tax personnel.Key Responsibilities:Provide tax compliance services for partnerships and...

  • Experienced Tax Manager

    1 week ago

    Carmel, Indiana, United States DOZ Full time

    Dauby O'Connor and Zaleski, LLC is seeking a seasoned Tax Senior Manager to lead our tax team. As a key member of our team, you will have the opportunity to work directly with clients, providing exceptional service and managing tax engagements in a fast-paced environment. This Tax Senior Manager is responsible for overseeing tax personnel and clients,...

  • Account Executive

    2 weeks ago

    Carmel, Indiana, United States enVista Full time

    Job Title: Account Executive - Managed ServicesenVista is a leading supply chain and enterprise consulting firm, providing innovative solutions to drive business growth and profitability. We are seeking an experienced Account Executive to join our Managed Services team, responsible for developing and maintaining relationships with clients, consultants,...

  • Account Executive

    2 weeks ago

    Carmel, Indiana, United States enVista Full time

    About enVistaenVista is a leading supply chain and enterprise consulting firm that provides technology and strategy services, material handling automation, and IT managed services. With over 20 years of experience, we serve thousands of leading brands across various industries.Our unique approach combines consulting, implementation, and operation across...

  • Warehouse Automation Consultant

    3 weeks ago

    Carmel, Indiana, United States Bastian Solutions Full time

    About the RoleWe are seeking a highly skilled Warehouse Automation Consultant to join our team at Bastian Solutions. As a key member of our consulting team, you will work closely with our sales teams to design and implement automated material handling systems for our clients.Key Responsibilities:Develop a deep understanding of Bastian's Exacta software and...

  • Senior Retirement Plan Consultant

    2 weeks ago

    Carmel, Indiana, United States Shepard Plan Partners Full time

    Job DescriptionWe are seeking a highly skilled Senior Retirement Plan Consultant to join our team at Shepherd Plan Partners. This role is critical to our third-party administration services, focusing on compliance for a large Professional Employer Organization (PEO) Multiple Employer Plan (MEP). The ideal candidate will have extensive experience in...

  • Tax Manager

    3 weeks ago

    Carmel, Indiana, United States Mercadien Consulting LLC Full time

    Senior Tax Professional OpportunityMercadien Consulting LLC is seeking a highly skilled and experienced Senior Tax Professional to join our Individual Services team. As a key member of our team, you will be responsible for overseeing a diverse portfolio of clients, ensuring compliance with federal, state, and local tax regulations, and providing strategic...

  • Business Development Manager, Supply Chain Solutions

    1 month ago

    Carmel, Indiana, United States enVista Full time

    About EnVistaEnVista is a leading supply chain and enterprise consulting firm that provides innovative technology and strategy services.Job DescriptionWe are seeking an experienced Account Executive to join our IT Managed Services team. As a key member of our team, you will be responsible for developing and executing sales strategies to drive growth and...

Experienced Wealth Management Consultant

2 months ago

Carmel, Indiana, United States ViziRecruiter Full time


Introduction
ViziRecruiter specializes in delivering top-tier consulting, training, and recruitment solutions to esteemed organizations nationwide. Overview
If you possess a background as a Financial Consultant, Private Client Specialist, or Wealth Management Advisor, this role is tailored for you.

Assume responsibility for a well-established portfolio in the Carmel area, supported by a robust network of bank referrals. Leverage the extensive resources of a leading financial institution to establish a solid foundation for your business growth.

Maintain a visible presence within the bank to cultivate strong relationships and build credibility with both internal and external clients. Organize and lead client meetings to assess current accounts and facilitate sales, both independently and in collaboration with licensed bankers.


Highlights:
  • Step into a pre-existing portfolio and referral network
  • Access to a comprehensive, advisor-driven platform
  • Seeking a Financial Consultant dedicated to creating lasting value for clients, the community, and themselves

Responsibilities
  • Act as a mentor and coach for licensed bank personnel
  • Meet sales objectives while prioritizing client interests
  • Plan and execute individual and group coaching sessions with retail bank staff
  • Conduct seminars aimed at business development and growth
  • Identify client needs and introduce services from other bank employees, such as loans and estate planning
  • Acknowledge and reward goal achievements
  • Ensure a commitment to ethical practices that enhance customer experiences
  • Follow up post-appointments to nurture relationships and generate referrals from the existing client base

Requirements
  • Experience in the brokerage industry in an advisory role
  • Possession of Series 7, 66 (63 and 65) and state insurance licenses
  • Ability to inspire and motivate others in a collaborative environment
  • Proven capacity to simplify and convey complex financial concepts
  • Demonstrated success in establishing strong internal and external client relationships
  • Extensive knowledge of the securities industry, investment products, and financial solutions
  • Exceptional sales and presentation abilities

#J-18808-Ljbffr