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.
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
Qualifications
Salary and Benefits
Competitive pay and benefits based on industry standards:
Spectrum Wealth Management is an Equal Opportunity Employer.
Please send your resume and cover letter to afrench@spectrum-mgmt.com.
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
Qualifications
Salary and Benefits
Competitive pay and benefits based on industry standards:
Spectrum Wealth Management is an Equal Opportunity Employer.
Please send your resume and cover letter to afrench@spectrum-mgmt.com.
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