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Assistant Financial Planner Jobs in Indiana (NOW HIRING)

Eley-Graham-Austgen Financial Advisory Services

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Financial Assistant

Crown Point, IN · On-site

$35K - $45K/yr

Experience with Riskalyze and Wealthscape, and other Financial Planning software, Orion and ... The company is seeking a professional Executive Assistant who is ready to help the President grow ...

CFS

Financial Analyst

Indianapolis, IN

... planning and select general accounting functions • Assist leadership with performance tracking, reporting, and forward-looking analysis Qualifications for the Financial Analyst: • Bachelor ...

Peerless Technologies

Financial Analyst

Crane, IN

The successful candidate will assist with funding execution, financial data analysis, budget planning, and process improvement initiatives while ensuring compliance with applicable financial policies ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... planning to lessen the time needed with an estate/trust attorney, gather and assist clients in ...

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All JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Indiana

Assistant Financial Planner information

See Indiana salary details

$33.8K

$57.7K

$99.4K

How much do assistant financial planner jobs pay per year?

As of Jun 28, 2026, the average yearly pay for assistant financial planner in Indiana is $57,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,200.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

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

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Indiana? The most popular types of Financial Planner jobs in Indiana are:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Indiana as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $57,681 per year, or $27.7 per hour.

Financial Planner (Mishawaka, IN)

Humans Being Resources

Mishawaka, IN

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Independent Financial Services Firm located in the Mishawaka, IN area is looking to add a key employee to the Team. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. If you want to join a team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS:
  • 2+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
  • 2+ years of Financial Services experience in a professional office environment
  • Current FINRA Series 7/66 or 7/65/63 Securities Licensing
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience (Example: DocuSign, MS Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience (Example: eMoney, Money Guide Pro, Advisor360, etc.)
  • Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)

PREFERRED QUALIFICATIONS:
  • Current Life & Annuities Insurance License is a plus
  • Additional FINRA Securities Licensing is a plus
  • College Degree in Finance, Business or related field of study is a plus
  • Current CFP or ChFC Designation is a plus
  • Estate Planning and/or Tax Planning experience is a plus

ROLE DESCRIPTION:

Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Planner you will:
  • Initiate, track and complete client paperwork effectively
  • Manage current clients, new leads and grow an assigned "book" of clients
  • Update CRM / Database systems to reflect the most current communications and data
  • Actively participate in pre / post client meeting support and follow-up on pending business
  • Prepare financial plans, periodic planning reports and develop strategic recommendations for current and future clients
  • Conduct research for client presentations regarding investment, financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of client's entire financial and family situation, while being able to structure a goal-based financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients

REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • Working knowledge of financial planning concepts, procedures and financial markets
  • High level of confidence, perseverance and desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies
  • Willingness to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION:
  • $100,000 - $140,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance Contribution + 401k w-Match + Profit-Sharing
  • Life Insurance + Long-Term & Short-Term Disability Insurance
  • Monday-Friday (In-Office) Work Schedule + Great Work/Life Balance
  • Generous PTO Policy & Paid Holidays
  • Career Growth Opportunities

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Mishawaka, IN area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!