2 Database Advisor Jobs in Indianapolis, IN
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Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) Avantax Planning Partners - Indianapolis, IN, United States relationships and delivering client service expectations. Updates CRM (Client Relationship Management) database with client meeting notes and activity. Performs various research tasks pertaining to client 8 days ago
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Financial Advisor Strategic Wealth Designers - Indianapolis, IN, United States paperwork, beneficiary changes/withdrawals, account reallocations, incoming service calls, database management, appointment preparation including updating client account summaries for review meetings 29 days ago
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