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Assistant Financial Manager Jobs in Indiana (NOW HIRING)

Thrivent

Administrative Assistant

Fort Wayne, IN · On-site

$20 - $25/hr

Update the contact management system with client/member contact and preference information * Assist Financial Advisors in the preparation and follow up for the client/member meetings * Tracks ...

Vergence

Financial Analyst

Indianapolis, IN · On-site

$30/hr

... * Assist with internal and external audits * Manage project set-up within Peoplesoft Financials * Manage requirement of eCivis use and reporting

Old National Bank

Accounting Manager

Evansville, IN · On-site

$121K/yr

Accounting Manager Job Locations US-IL-Chicago | US-IN-Evansville Category/Function Accounting ... * Assist Financial Reporting staff with budget and quarterly forecasts * Develop and implement ...

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All JobsFinancial JobsAssistant Financial Manager JobsAssistant Financial Manager Jobs in Indiana

Assistant Financial Manager information

See Indiana salary details

$29.5K

$74.3K

$124.2K

How much do assistant financial manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for assistant financial manager in Indiana is $74,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $95,600.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Financial Manager vs Financial Analyst?

AspectAssistant Financial ManagerFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; often some management experienceBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentSupports financial management, involved in budgeting, reporting, and team coordinationAnalyzes financial data, prepares reports, and forecasts for decision-making
Employer & Industry UsageUsed in corporate finance departments across various industriesCommon in investment firms, banks, and corporate finance teams

While both roles require finance knowledge and similar educational backgrounds, the Assistant Financial Manager typically supports managerial tasks and oversees financial operations, whereas the Financial Analyst focuses on data analysis and financial reporting to inform strategic decisions.

What are the key skills and qualifications needed to thrive as an Assistant Financial Manager, and why are they important?

To thrive as an Assistant Financial Manager, you need strong analytical skills, financial reporting expertise, and a relevant degree such as finance or accounting. Proficiency in financial software like SAP, QuickBooks, or Excel, as well as certifications like CFA or CPA, are commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for this role. These skills ensure accurate financial management, support sound decision-making, and foster productive collaboration within financial teams.

What does an Assistant Financial Manager do?

An Assistant Financial Manager supports the financial manager by helping to oversee the company’s financial operations. Their duties typically include preparing financial reports, assisting with budgeting and forecasting, monitoring financial transactions, and ensuring compliance with financial regulations. They may also help manage accounts, analyze financial data, and collaborate with other departments to optimize financial performance. This role is crucial for maintaining the accuracy and integrity of a company’s financial information.

What are some common challenges faced by Assistant Financial Managers, and how can they be addressed?

Assistant Financial Managers often encounter challenges such as managing tight deadlines during financial reporting periods, ensuring accuracy in financial data, and adapting to evolving regulatory requirements. Effective time management, strong attention to detail, and staying current with industry regulations are essential for overcoming these obstacles. Building clear communication channels with both senior managers and team members also helps in addressing issues promptly and supporting smooth financial operations.
What are popular job titles related to Assistant Financial Manager jobs in Indiana? For Assistant Financial Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Assistant Financial Manager jobs in Indiana look for? The top searched job categories for Assistant Financial Manager jobs in Indiana are:
What cities in Indiana are hiring for Assistant Financial Manager jobs? Cities in Indiana with the most Assistant Financial Manager job openings:
Assistant Financial Manager jobs near you
Infographic showing various Assistant Financial Manager job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $74,252 per year, or $35.7 per hour.

Assistant Financial Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 hours ago

Job description

Description:

Assistant Financial Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.


What You’ll Do

  • Attend client meetings
  • Prepare meeting agendas, gather data, and create follow-up communications
  • Deliver exceptional client service and support
  • Handle client inquiries professionally and promptly
  • Maintain accurate CRM records
  • Support financial plan preparation and data input
  • Participate in team meetings and collaborative projects

What You Bring

  • Strong client service and communication skills
  • Proven experience in customer satisfaction roles
  • Basic understanding of finance
  • Ability to multitask in a fast-paced environment
  • Excellent attention to detail
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

  • Clear, structured track to Lead Advisor
  • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
  • Collaborative, professional culture
  • Opportunities to take on more responsibility as you progress
  • Competitive compensation and benefits

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k)
  • Short-Term & Long-Term Disability
  • Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements:

Education & Experience

  • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
  • 1–3 years of experience in financial services, client service, or professional office environment
  • Experience supporting advisors, planners, or client service teams a plus
  • Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
  • Basic understanding of financial planning concepts, investment types, and account structures
  • Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
  • Exceptional verbal and written communication skills
  • Ability to explain processes clearly and professionally
  • Demonstrated success in high-touch client service roles
  • Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
  • High attention to detail with low error rates
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong problem-solving skills with the ability to anticipate advisor and client needs
  • Skilled at organizing data and preparing meeting materials
Professional Attributes
  • Team-player mindset with a willingness to learn and grow into an advisor role
  • Resourceful, self-motivated, and takes ownership of work
  • Maintains confidentiality and handles sensitive information appropriately
  • Positive attitude, adaptable, and calm under pressure