Senior Client Advisor – Wealth & Strategy
Job in
Mooresville, Morgan County, Indiana, 46158, USA
Listed on 2026-01-15
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services company is seeking a Lead Advisor to focus on client retention and financial planning. The role involves conducting ongoing client meetings, solving financial issues, and mentoring junior staff. Candidates should have a Bachelor’s degree in a related field and at least 5 years of relevant experience. Strong communication and client relationship management skills are essential. The position offers a competitive salary range of $85,000 to $110,000 annually, providing opportunities for growth in a supportive environment.
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Position Requirements
10+ Years
work experience
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