Wealth Advisory & Client Services Associate
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-28
Listing for:
HUB International
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A global insurance brokerage is seeking an Advisory Service Associate in Indianapolis to provide exceptional service to wealth management clients. The role entails assisting with investment analytics, preparing client meeting materials, and ensuring adherence to compliance requirements. Candidates must possess a Bachelor’s degree and demonstrate attention to detail and effective communication skills. This position offers exposure to various aspects of financial planning, alongside a supportive work environment and multiple growth opportunities.
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Position Requirements
10+ Years
work experience
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