Spectrum Wealth Management

Spectrum Wealth Management is an independent, Indianapolis-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth clients and their families. We offer a responsive, single point of contact for the wealth management needs of our clients, with a unique team approach through our Investment Management, Wealth Management, and Family Office and Spectrum Private Trust service offerings.

Open Positions

Wealth Advisor
The Wealth Advisor should have deep knowledge of all aspects of wealth management and comprehensive financial planning. The Wealth Advisor will be responsible for preparing and delivering wealth management services to firm clients, including the development and ongoing implementation of client wealth plans.

Position Duties and Responsibilities
- Review and analyze client data, including investment portfolios, estate, and insurance documents, tax returns, and other financial documents;
- Develop a wealth plan integrating wealth management, wealth transfer, and tax efficiency goals and provide ongoing support to effectuate the objectives;
- Cultivate strong client relationships through ongoing communication and interaction, deliver superior client service to ensure client satisfaction; and
- Contribute to the development and implementation of wealth planning resources and solutions;
- Play a critical role in the retention of clients.
Qualifications
- College degree with three to five years of relevant work experience and the professional designation of CPA, JD, CFP, and/or CFA
- Series 65 or 66 required (or equivalent credentialing) or must be able to obtain within 90 days
- Possess a foundation of technical and business expertise with prior experience working with high-net-worth individuals and multi-generational families
- Have the ability to read and understand legal documents and technical material
- Ability to thrive and grow in a professional, "client-first," small-company environment
- Exhibit a high degree of honesty, integrity, intellectual curiosity, and utmost respect for confidential matters
- A self-motivated individual who takes initiative; is organized, detail-oriented, able to multitask, and is persistent with follow-through
- Team player, collaborative, and able to work with and be respectful of others
- Proficiency in Word, Excel, PowerPoint, Outlook, and financial planning software
Salary and Benefits

Competitive pay and benefits based on industry standards:
- Salary is commensurate with experience and expertise
- Benefits include health, dental, vision, life, long-term disability, 401(k), and a generous PTO policy.
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities.
Spectrum Wealth Management is an Equal Opportunity Employer.

Please send your resume and cover letter to afrench@spectrum-mgmt.com.
Senior Wealth Advisor
The Senior Wealth Advisor should have deep knowledge of all aspects of wealth management and comprehensive financial planning. The Senior Wealth Advisor will be responsible for preparing and delivering wealth management services to firm clients, including the development and ongoing implementation of client wealth plans.

Position Duties and Responsibilities
- Review and analyze client data, including investment portfolios, estate, and insurance documents, tax returns, and other financial documents;
- Develop a wealth plan integrating wealth management, wealth transfer, and tax efficiency goals and provide ongoing support to effectuate the objectives;
- Cultivate strong client relationships through ongoing communication and interaction, deliver superior client service to ensure client satisfaction;
- Contribute to the development and implementation of wealth planning resources and solutions;
- Play a critical role in the retention of clients; and
- Contribute to new revenue growth by participating in the firm's sales process.
Qualifications
- College degree with seven to ten years of relevant work experience and the professional designation of CPA, JD, CFP, and/or CFA
- Series 65 or 66 required (or equivalent credentialing) or must be able to obtain within 90 days
- Possess a foundation of technical and business expertise with prior experience working with high-net-worth individuals and multi-generational families
- Have the ability to read and understand legal documents and technical material
- Ability to thrive and grow in a professional, "client-first," small-company environment
- Exhibit a high degree of honesty, integrity, intellectual curiosity, and utmost respect for confidential matters
- A self-motivated individual who takes initiative; is organized, detail-oriented, able to multitask; and is persistent with follow-through
- Team player, collaborative, and able to work with and be respectful of others
- Proficiency in Word, Excel, PowerPoint, Outlook, and financial planning software
Salary and Benefits

Competitive pay and benefits based on industry standards:
- Salary is commensurate with experience and expertise
- Benefits include health, dental, vision, life, long-term disability, 401(k), and a generous PTO policy.
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities.
Spectrum Wealth Management is an Equal Opportunity Employer.

Please send your resume and cover letter to afrench@spectrum-mgmt.com.