Top 9 Wealth advisor Jobs in Angola, In

Private Wealth Advisor
Northwestern Mutual —Angola, IN
- Full-time
- 5 years
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
1d
Chief Deposit Officer - Sidney Federal Savings & Loan
Kittle Property Group, Inc. —Indiana
- Full-time
- 5 years
- Presentation skills
- Senior level
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Indiana
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Marketing Operations Manager
CX Institutional LLC —Auburn, IN
- Marketing
- 5 years
- Office
Quick Apply
Client Service Associate
CX Institutional LLC —Auburn, IN
- Full-time
- Mid-level
- Finance
- High school diploma or GED
Quick Apply
7d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Chief Deposit Officer - Sidney Federal Savings & Loan
Kittle Property Group, Inc. —Indiana
The CDO is responsible for building a diversified, stable, and profitable funding base by growing traditional core deposits while developing specialized deposit…
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and…
16h
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth advisor in angola, in

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisor jobs near angola, in

Public Service Loan Forgiveness Program jobs in Ohio

Loan Officer jobs in New Orleans, LA

Loan Officer jobs in Dallas, TX

Security Officer Guard jobs in Switzerland, FL

Entry Level Mortgage Loan jobs in Texas

Probation Officer jobs in Houston, TX

Loan Officer jobs in Savannah, GA

Loan Officer jobs in Sioux Falls, SD

Investment Consultant jobs in Chicago, IL

Investment Consultant jobs in Providence, RI

Investment Consultant jobs in Jenkintown, PA

Senior Sales Executive jobs in West Hartford, CT

Senior Sales Executive jobs in Pennsylvania

Senior Sales Executive jobs in Arlington, TX

Sales Analyst jobs in Remote

Executive Assistant Music jobs in New York, NY

Senior Sales Executive jobs in Eudora, KS

Financial Advisor jobs in Hunt Valley, MD

Financial Analyst jobs in Mesa, AZ

Academic Advisor jobs in Orlando, FL

Private Wealth Advisor

Northwestern Mutual -
Angola, IN

Quick Apply

Job Details

Full-time
1 day ago

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Life insurance knowledge
Series 7
Bachelor's degree
Attention to detail
Financial services
Life & Health Insurance License
Experience practicing in the securities industry
Estate planning
Series 63

Full Job Description

About Summit Financial Group

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Role

The Private Wealth Advisor is responsible for maintaining and strengthening existing client relationships under the supervision of a Lead Advisor or Partner. This role serves as a primary resource for clients and is deeply involved in financial planning, investment analysis,

wealth management recommendations, and ongoing service delivery. The Private Wealth Advisor helps ensure clients receive comprehensive, proactive advice while supporting the overall growth and retention objectives of the firm.

Key Responsibilities

Maintain and service existing client relationships with a high level of responsiveness and professionalism.
Participate in and lead portions of client meetings, reinforcing the team's comprehensive wealth management approach.
Build trusted relationships with clients and serve as a key point of contact for ongoing needs.
Oversee preparation and deliver financial planning recommendations and analyses.
Conduct investment analysis and assist in developing portfolio recommendations.
Perform wealth management analysis related to retirement, tax, insurance, risk management, and estate planning strategies.
Coordinate implementation of recommendations in partnership with Client Service, Planning, and Operations teams.
Monitor client progress toward financial goals and recommend adjustments as circumstances evolve.
Respond to client questions and provide ongoing planning guidance.
Contribute to financial planning discussions, scenario modeling, and strategic recommendations.
Maintain a thorough understanding of each client's financial situation and objectives.
Support business development efforts through client referrals, centers of influence, and exceptional client service.
Assist Lead Advisors and Partners in managing relationship opportunities and enhancing the client experience.
Ensure compliance with regulatory requirements and firm standards.

Qualifications and Experience

Bachelor’s degree in finance, business, accounting, or related field preferred.
5+ years of experience in financial services, wealth management, banking, insurance, or a related client-facing role
Licensure required: Life & Health, Series 7, Series 63 or 66
Progress toward or attainment of CFP®, CEPA®, or other relevant professional designation preferred
Demonstrated ability to build and maintain strong client relationships
Strong understanding of investment, insurance, retirement, tax, and estate planning concepts
Excellent interpersonal, communication, and presentation skills
Demonstrated ability to manage multiple priorities in a fast-paced environment
High level of professionalism, integrity, and commitment to fiduciary responsibility
Ability to work collaboratively with internal teams, including Financial Planning, Risk Operations, Client Service, and Wealth Operations

Core Competencies

Commitment to exceptional customer service
Strong sense of professionalism and ability to stay composed under pressure
Team-oriented, adaptable, and comfortable working in a collaborative, highenergy

environment

Attention to detail and accuracy
Strong follow-through and ownership of outcomes
Commitment to professional growth and industry knowledge

Compensation & Benefits

Competitive salary and profit-sharing bonus structure
Comprehensive insurance package with company paid dental, vision, short & long-term disability
Retirement plan with company match
Life insurance, 1x base salary
Paid holidays, PTO, and flexible work arrangements
Professional development and continuing education support

Location: On-site, Angola, IN

Hours: Monday – Friday, 8:00 am – 4:30 pm: however, schedules may vary based on client availability and business needs.

Flexibility to meet off-site and outside of standard business hours may be required.

With your resume, please submit expression of interest letter to Matt Miller, Director of Operations

[email protected] | 260-295-1946 | 3302 Mallard Cove Lane, Fort Wayne, IN 46804

Benefits:

401(k) matching
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 5 years (Required)

License/Certification:

Life and Health (Preferred)
Series 7 (Preferred)
Series 63 (Preferred)
Series 66 (Preferred)

Location:

Angola, IN 46703 (Preferred)

Ability to Commute:

Angola, IN 46703 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth advisor jobs in angola, in

Private Wealth Advisor

Chief Deposit Officer - Sidney Federal Savings & Loan

Senior Outside B2B Sales Executive

Marketing Operations Manager

Client Service Associate

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for wealth advisor in angola, in

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected