Jobot is seeking a Financial Advisor in Merrillville, IN to join a collaborative wealth management team managing approximately $870 million in client assets. You will build and maintain client relationships, deliver comprehensive financial planning, and help high-net-worth clients navigate complex financial decisions.
The role offers a planning-first approach, existing client relationships, and opportunities for professional growth, mentorship, and additional profit sharing.
#J-18808-LjbffrWealth Advisor - Planning-First, Collaborative Team in saint joseph at Unknown Company
This position is listed as full time and onsite.