Wealth Associate

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—but it’s more than just shared values. It’s about bringing together smart, capable, and highly driven professionals who are united in purpose: to deliver outstanding results and a world-class client experience. Your contributions will have a direct impact on our firm and the clients we serve. Your Role & Responsibilities As part of our team, you will: Work in an open, collaborative environment to provide exceptional client service. Efficiently process and complete client service requests. Manage the client onboarding and transfer process, including account setup and documentation. Prepare customized reports to meet client needs. Handle daily tasks with close attention to detail and accuracy. Provide exceptional service through active listening and on-the-go problem-solving. Answer and direct phone calls professionally and courteously. Communicate with high-net-worth clients via phone and email. What We’re Looking For A strong desire to learn and contribute in a team-oriented environment. An upbeat, positive personality with an excellent phone presence. A high sense of urgency and exceptional attention to detail. Flexibility to adapt to changing priorities and manage multiple tasks effectively. Strong written and verbal communication skills. Ability to work independently and collaboratively with teammates. Proficiency in Microsoft Office. Full-time availability, Monday through Friday, in our Carmel office. Why Evans May Wealth? This full-time position offers exceptional opportunities for personal and professional growth, along with industry-leading benefits, including: Health, vision, dental, and life insurance. 5% 401(k) match, up to the IRS maximum, plus an additional 2% profit-sharing contribution. 20 days of PTO, plus 10 paid holidays. We believe success isn’t about how many hours you work—it’s about the quality of your work and the balance you maintain. During market hours, we are fully committed to delivering excellence to our clients. When the workday ends, we value personal time just as much. If you’re looking for a dynamic, client-focused role in a firm that prioritizes both excellence and work-life balance, we’d love to hear from you. Job Type: Full-time Pay: $50,000.00 - $62,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Education: Associate (Required) Ability to Relocate: Carmel, IN 46032: Relocate before starting work (Required) Work Location: In person