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Regional Manager of Wealth Management & Trust
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- As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Indianapolis market.
- Develop and implement the team's business plan and tactics designed to acquire new high net worth clients.
- Advanced designations such as JD, CPA, CFP, or MBA desired
- High level of investment, fiduciary and estate planning knowledge
- Experience with Morningstar
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