Senior DevOps Engineer
Fhlbi · Indianapolis · $90k–$130k
The role
The Wealth Advisor serves as a key relationship manager, developing personalized wealth planning strategies and ensuring high client retention. Responsibilities include onboarding new clients, leading client meetings, collaborating with internal departments, and mentoring colleagues. The role requires a bachelor's degree, Series 65, CFP or CFA designation, and 5+ years of industry experience, with a compensation range of $90,000-$130,000.
- Pay
- $90k–$130k
- Location
- Indianapolis
- Level
- Senior
- Experience
- 5+ yrs
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 30 days agothe first time we saw it
Experience and education
- 5+ years of relevant experience
Key skills
- series 65
- cfp
- cfa
- cpa
- jd
- chfc
- e-money
- salesforce
- powerpoint
- word
- excel
- outlook
- wealth planning
- client relationship management
- business development
Extracted from the employer’s posting. Read it in full on Fhlbi’s careers page
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