Top 10 Wealth management Jobs in Merrillville, In

Wealth Planning Advisor
WealthBridge Financial Group —Crown Point, IN
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Registered Investment Advisor
WealthBridge Financial Group —Crown Point, IN
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Trust Associate I
Wintrust Financial Corporation —Lansing, IL
- $20.19 - $26.44 an hour
- Full-time
- Basic math
- Research
- Office
- AD&D insurance
- Employee stock purchase plan
4d
Senior Financial Advisor
AFIN Family Wealth Management Inc. —Munster, IN
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
11d
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

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Financial Advisor
First Merchants Bank —Merrillville, IN
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license. Maintain effective relationships with financial institution…
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Wealth Advisor
Midland States Bank —Joliet, IL
Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with…
From $106,250 a year

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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wealth management jobs near merrillville, in

Wealth Planning Advisor

WealthBridge Financial Group -
Crown Point, IN

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Job Details

Full-time
$100,000 - $150,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Demonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

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wealth management jobs in merrillville, in

Wealth Planning Advisor

Registered Investment Advisor

Trust Associate I

Senior Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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