Wealth Associate
Sanctuary Wealth, Carmel, IN, United States
Wealth Associate
Location: Carmel, IN (In-office, Mon-Fri)
Compensation Package: $55,000 – $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package + Profit Sharing + 20 Days PTO
Firm: Evans May Wealth
Join Our Team at Evans May Wealth
Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.
This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.
Your Role & Responsibilities
Serve as a key operational partner supporting advisors and high-net-worth clients
Process and complete client service requests with precision and urgency
Manage client onboarding, account openings, and asset transfers end-to-end
Prepare customized client reports and maintain accurate records
Communicate professionally with clients via phone and email
Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
Support advisors by anticipating needs and proactively solving issues
Requirements
What We’re Looking For
1–5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
Strong attention to detail and follow-through (this will be assessed during the interview process)
Comfort working in a structured, execution-heavy role long-term
Excellent written and verbal communication skills
Ability to manage multiple priorities without sacrificing accuracy
Proficiency in Microsoft Office (CRM experience a plus)
Positive, professional demeanor with strong client-facing instincts
Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets.
Why Evans May Wealth?
Competitive base salary + 10% bonus opportunity
Health, dental, vision, and life insurance
5% 401(k) match + 2% profit-sharing
20 days PTO + 10 paid holidays
A culture that values focus during the workday - and balance after hours
#J-18808-Ljbffr
Location: Carmel, IN (In-office, Mon-Fri)
Compensation Package: $55,000 – $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package + Profit Sharing + 20 Days PTO
Firm: Evans May Wealth
Join Our Team at Evans May Wealth
Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.
This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.
Your Role & Responsibilities
Serve as a key operational partner supporting advisors and high-net-worth clients
Process and complete client service requests with precision and urgency
Manage client onboarding, account openings, and asset transfers end-to-end
Prepare customized client reports and maintain accurate records
Communicate professionally with clients via phone and email
Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
Support advisors by anticipating needs and proactively solving issues
Requirements
What We’re Looking For
1–5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
Strong attention to detail and follow-through (this will be assessed during the interview process)
Comfort working in a structured, execution-heavy role long-term
Excellent written and verbal communication skills
Ability to manage multiple priorities without sacrificing accuracy
Proficiency in Microsoft Office (CRM experience a plus)
Positive, professional demeanor with strong client-facing instincts
Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets.
Why Evans May Wealth?
Competitive base salary + 10% bonus opportunity
Health, dental, vision, and life insurance
5% 401(k) match + 2% profit-sharing
20 days PTO + 10 paid holidays
A culture that values focus during the workday - and balance after hours
#J-18808-Ljbffr