Jobot is seeking a seasoned financial advisor in Merrillville, Indiana to join a collaborative wealth management team managing approximately $870 million in client assets. You will provide comprehensive financial planning, investment strategy, and tax-efficient wealth management for high-net-worth clients, building lasting relationships.
Licensed required: FINRA Series 7; CFP preferred; 2–10+ years of advisory experience.
#J-18808-LjbffrWealth Planning Advisor — Collaborative Growth Role in merrillville at Unknown Company
This position is listed as full time and onsite.