*Private Wealth Management Firm*
The KXN is partnering with a leading private wealth firm in Indianapolis that is looking to add a Private Wealth Advisor to their team!
The Private Wealth Advisor will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This advisor will be responsible for managing existing clients of the firm, providing personalized financial strategies, and building long-term relationships.
Responsibilities:
Qualifications:
Leadership Characteristics:
If you're ready to take the next step in your financial planning career, The KXN is here to help! Submit your resume & apply now! Let’s discover how we can open doors to exciting opportunities by leveraging our extensive network.
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