- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner ( Planner ) is responsible for delivering financial ... Bank (KPB) high-net worth & ultra-high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen… more
- Fifth Third Bank, NA (Evansville, IN)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance ... Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth...investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role… more
- Deloitte (Indianapolis, IN)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- City National Bank (Indianapolis, IN)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- BMO Financial Group (Indianapolis, IN)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Atria Wealth Solutions (Marion, IN)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable Expectations: +… more