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Last updated: 1 day ago

Senior Wealth Advisor

Satori DigitalIndianapolis, IN, United States
Full-timeFull-time

We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals.This role is ideal for a seasoned advisor with a... Show more

Insurance Sales Agent

Transamerica Life Insurance CompanyINDIANAPOLIS, IN, US
Full-timeFull-time

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insura... Show more

Toxicology Testing Business Development Representative

Launching PointIndianapolis, IN, United States
Full-timeFull-time

Toxicology Testing Business Development / Account Executive.We are seeking an experienced Toxicology Testing Account Executive to develop new business throughout Indiana.This is a field-based, cons... Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of TruckingINDIANAPOLIS, IN, USA
Full-timeFull-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more

Senior Wealth Planner

Allworth FinancialIndianapolis, IN, United States
Full-time +1Full-time +1

The Senior Wealth Planner is a critical member of Allworth's Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-h... Show more

Part Time Customer Service Associate (43285)

HertzIndianapolis, Indiana, United States
$17.50 hourly$17.50 hourly
Part-timePart-time
Quick Apply

Part Time Customer Service Associate.Responsible for first contact resolution and the customer interaction experience within the location.Immediately handles and resolves customer issues at the cou... Show more

Oral Surgeons

Mortenson Dental PartnersIndianapolis, IN, USA
Full-timeFull-time

Location: West 10th Dental Group-Indianapolis.Mortenson Dental Partners is one of the largest groups of employee-owned dental practices in the United States, with over 140 practices across nine sta... Show more

Tax - Business Tax Services - Private Tax - High Net Worth - Manager

EYIndianapolis, IN, United States
$106,500.00–$195,100.00 yearly$106,500.00–$195,100.00 yearly
Full-timeFull-time

Tax - Business Tax Services - Private Tax - High Net Worth - Manager.Location: Chicago Other locations: Anywhere in Region Salary: Competitive Date: Sep 2, 2026.At EY, we're all in to shape your fu... Show more

Onsite State Director

Verida, Inc.Indianapolis, IN, United States
Full-timeFull-time

Nonemergency Transportation Manager.Responsible for the operational management of all business activities related to Nonemergency Transportation (NET) contracted services, including oversight of al... Show more

Tax Manager

Staff Financial GroupIndianapolis, IN, United States
Full-timeFull-time

An experienced tax professional with strong managerial skills and expertise in pass-through entity and partnership taxation.Lead tax engagements, manage compliance workflows, oversee complex return... Show more

(811564): INDOT Senior.NET Application & Accessibility Consultant(s)

RADcube - A NLogix CompanyIndianapolis, IN, us
Full-timeFull-time
Quick Apply

NET Application & Accessibility Consultant(s) | Remote | Locals to Indiana.State of Indiana (INDOT) – Indiana Dept of Transportation.Candidate must currently be located in Indiana to be conside... Show more

Electrical Field Service Technician - 100% Travel

Morales Group StaffingIndianapolis, IN, US
$22.00–$31.50 hourly$22.00–$31.50 hourly
Full-timeFull-time

Electrical Field Service Technician.Location: Travel within various states throughout the US.Individuals will have 2+ years’ experience and knowledge in installing and/or maintaining conveyor equip... Show more

Account Executive

UE SystemsIndianapolis, IN, US
$95,000.00–$120,000.00 yearly$95,000.00–$120,000.00 yearly
Full-timeFull-time
Quick Apply

United States - Remote (approximately 50% travel) Reports To: Director of OnTrak Business Compensation: $95,000 - $120,000 USD annual base salary plus target incentive Who We Are At UE Systems we b... Show more

Sr. Specialist, High Net Worth Rep

Phenom PeopleIndianapolis, IN, United States
Full-timeFull-time

High Net Worth Services Specialist.Schwab's core belief is simple, place the client's needs first in all things.Many companies say that, but we work to keep clients at the heart of everything we do... Show more

Tax Senior Associate High Net Worth

Katz, Sapper & MillerIndianapolis, IN, United States
Full-timeFull-time

We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States.But more than our size, it's our people and culture that set us apart.We believe great things ha... Show more

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

DeloitteIndianapolis, IN, United States
Full-timeFull-time

Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong experience in individual tax compliance and p... Show more

Vice President of Asset Management

Hendricks Commercial PropertiesIndianapolis, IN, United States
Full-timeFull-time

Vice President Of Asset Management.Join a team that values people.At Hendricks Commercial Properties, we believe in creating environments where communities thrive, and we encourage our team to embr... Show more

Wealth Planner

HuntingtonIndianapolis, IN, United States
Full-timeFull-time

The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M.This role is responsible for delivering high-quality financial planning services, conducting in-... Show more

Systems Engineer

Grantek Systems IntegrationIndianapolis, Indiana, United States
Full-timeFull-time

As a key member of Grantek’s Engineering team, you will be developing real-time automation solutions from the manufacturing plant floor to the enterprise level, using a variety of programming, conf... Show more

1834 Wealth Advisor III

Old National BancorpIndianapolis, IN, United States
$77,900.00 yearly$77,900.00 yearly
Full-timeFull-time

Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more

People also ask
Senior Wealth Advisor

Senior Wealth Advisor

Satori DigitalIndianapolis, IN, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Wealth Advisor

We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned advisor with a strong client-first ethos and a long-term commitment to excellence. With our target clientele holding $2M+ in investable assets, we're looking for someone who can both advise and attract clients in this niche segment.

Key Responsibilities

  • Provide holistic, tailored wealth management strategies to high-net-worth clients.
  • Build and deepen relationships through proactive, consultative financial planning.
  • Manage client portfolios with a disciplined investment philosophy.
  • Collaborate closely with internal investment and planning teams to deliver consistent results.
  • Drive business development through referrals, networking, and client retention strategies.
  • Maintain impeccable compliance standards and ethical conduct.

Ideal Candidate

  • 5+ years of experience as a financial advisor or wealth manager.
  • Proven ability to serve clients with $2M+ in investable assets.
  • A transferrable book of business is highly preferred but not required.
  • FINRA Series 65 or equivalent, and relevant state registrations.
  • CFP designation or strong progress toward certification is a plus.
  • Driven by client success, not just transactionsseeking a long-term home.

Compensation & Growth

  • Base salary of approximately $100,000.
  • Lucrative variable compensation based on client revenue contribution.
  • Direct revenue share for any new clients brought in.
  • Unlimited long-term earnings potential with equity-style upside.