619 Recruiting ยท 1 day ago
Private Wealth Advisor
Indianapolis, IN
Full-time
Onsite
Mid, Senior Level
3+ years exp619 Recruiting is seeking a highly motivated and experienced Private Wealth Advisor to deliver comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. The role involves developing tailored strategies for wealth preservation, growth, and legacy planning while building strong relationships with clients and collaborating with internal and external advisors.
Staffing & Recruiting
Responsibilities
Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, risk tolerance, and personal values
Develop and implement customized financial plans, including investment management, estate planning, tax strategies, and philanthropy
Provide ongoing portfolio oversight and make strategic asset allocation recommendations based on changing market conditions and client objectives
Collaborate with internal teams (e.g., investment analysts, tax specialists, estate planners) and external advisors (e.g., attorneys, CPAs) to deliver holistic client solutions
Continuously identify new business opportunities and work to grow assets under management through networking, referrals, and strategic marketing initiatives
Stay current on market trends, regulatory changes, and financial planning techniques to provide informed advice
Ensure compliance with all applicable financial regulations and internal policies
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
Minimum of 3-10 years of experience in private wealth management, investment advisory, or financial planning
Proven track record of managing and growing a book of high-net-worth client relationships
Deep understanding of investment vehicles, tax-efficient strategies, estate planning, and retirement planning
Excellent interpersonal, communication, and relationship-building skills
High ethical standards and a fiduciary mindset
Preferred
Master's or MBA
CFP, CFA, CPA, or similar professional designation
Company
619 Recruiting
(866) TEAM 619 - We are building a recruiting firm with the focus on internal culture, focusing on the best personal and professional growth.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase