Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-26
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking an experienced Senior Financial Planning Specialist to join their High Net Worth Planning Services team. The role requires a deep understanding of financial planning concepts, particularly in estate and business planning. Candidates must possess at least 10 years of client-facing experience and a CFP designation. Responsibilities include providing advice to financial advisors, summarizing complex documents, and mentoring colleagues.
The company offers competitive compensation, with a salary range of $140,000 - $160,000 plus bonuses.
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Position Requirements
10+ Years
work experience
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