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Financial Consultant Financial Advisor Wealth Management

Senior Wealth Planning Advisor

Job in Elkhart, Elkhart County, Indiana, 46516, USA
Listing for: KeyBank
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Indiana is seeking a Wealth Planner to deliver financial planning experiences to high net worth clients. The role involves collaborating with Relationship Managers and leading advanced planning discussions, including wealth transfer and estate planning. The ideal candidate should have a Bachelor's degree, a minimum of five years of financial planning experience, and must be a Certified Financial Planner.

Competitive salary and benefits are offered, with a flexible work environment.
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Position Requirements
10+ Years work experience
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