We offer a professional, family-friendly atmosphere focused on professional and personal growth and are dedicated to offering world-class client service while developing long-term, meaningful relationships with our clients.

We are always looking for highly motivated, service-oriented individuals to join our team and invite you to learn more about our client service team positions.


Indianapolis Office/Remote First Environment

Our Associate Wealth Managers provide planning support to Wealth Management teams as they address many of the firm’s most complex client situations, so our clients can focus their wealth on their most worthwhile causes. Although we do not have current openings available, we would like to connect with you for potential future endeavors.