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Assistant Financial Planner Jobs in Indiana (NOW HIRING)

Heartland Food Products Group

Manager, FP&A

Carmel, IN · On-site

$140 - $180/hr

Key Responsibilities Strategic Financial Leadership * Assist with the businesses' annual operating plan (AOP), forecasting, long‑range planning, and monthly financial review processes. * Partner ...

New

Lids

FP&A Analyst

Indianapolis, IN · On-site

... * Assist with the preparation and analysis of monthly financial statements. * Aid in the ... wage planning, sales budgets, and store bonus calculations/payouts. * Perform other duties and ...

COMLUX AMERICA LLC

Financial Analyst

Indianapolis, IN · On-site

This early-career role is well-suited for a finance professional whowants to deepen their FP&A ... Assist with the annual budget, rollingforecast, and business planning processes across revenue ...

Dover Corporation

Financial Analyst

Madison, IN · On-site

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

Dover Corporation

Financial Analyst

Madison, IN

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

Dover Corporation

Financial Analyst

Madison, IN · On-site

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

Deaconess

Financial Analyst Research

Evansville, IN · On-site

$22.32 - $31.25/hr

Support the development and maintenance of financial models, reports, and performance metrics * Assist with budgeting, forecasting, and long-range planning activities related to research operations

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Showing results 21-40

All JobsFinancial Planner 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 Aug 20, 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 is an assistant financial planner?

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 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 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 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 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,681 per year, or $27.7 per hour.

Assistant Chief Financial Officer

Aston Carter

Lafayette, IN • On-site

$123K - $213K/yr

Full-time

Medical, Retirement

Posted 3 days ago

New

Job description

Job Title: Assistant Chief Financial Officer
Job Description
As an Assistant Chief Financial Officer, you will partner with the Regional CFO and executive teams as a Sr. finance leader. You will oversee financial operations, performance management, planning, and internal controls. Your role involves providing actionable insights from financial results to guide decision-making and reinforce fiscal discipline. You will ensure compliance with accounting standards, regulations, and organizational policies and serve as a delegate for the Regional CFO when needed, representing Finance with executive leadership. You will lead core finance functions such as accounting, reporting, FP&A, budgeting, reimbursement, and analytics, driving financial performance and long-range planning through analysis, scenario modeling, and recommendations. Managing financial resources, including cash flow, working capital, capital planning, and balance sheet sustainability, will be crucial. Collaborate with operational, clinical, and administrative leaders to improve productivity, manage expenses, and enhance revenue. Develop finance talent and foster a culture of accountability and continuous improvement.
Responsibilities
  • Partner with the Regional CFO and executive teams as a Sr. finance leader.
  • Oversee financial operations, performance management, planning, and internal controls.
  • Provide actionable insights from financial results to guide decision-making and reinforce fiscal discipline.
  • Ensure compliance with accounting standards, regulations, and organizational policies.
  • Serve as a delegate for the Regional CFO when needed, representing Finance with executive leadership.
  • Lead core finance functions: accounting, reporting, FP&A, budgeting, reimbursement, and analytics.
  • Drive financial performance and long-range planning through analysis, scenario modeling, and recommendations.
  • Manage financial resources: cash flow, working capital, capital planning, and balance sheet sustainability.
  • Collaborate with operational, clinical, and administrative leaders to improve productivity, manage expenses, and enhance revenue.
  • Develop finance talent and foster a culture of accountability and continuous improvement.

Essential Skills
  • Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required.
  • Master's Degree (MBA, MHA, or a related discipline) is preferred.
  • CPA, CMA, or a similar professional certification is preferred.
  • Requires 8 plus years of progressive finance/accounting leadership experience.
  • Prior hospital, health system, or regulated industry experience and controller or supervisory experience is preferred.
  • Requires 4+ years of people leader experience.
  • Requires strong knowledge of financial reporting, GAAP, budgeting, forecasting, variance analysis, internal controls, and audit processes.
  • Requires demonstrated strategic and operational finance capability, including the ability to connect numbers to business decisions and organizational policies.
  • Requires excellent communication skills, including the ability to present complex financial information clearly to executives, boards, and non-financial leaders.
  • Requires strong leadership presence, sound judgment, relationship-building ability, and the capacity to lead through change in complex environments.

Additional Skills & Qualifications
  • Experience in the healthcare sector is advantageous.
  • Strong analytical and problem-solving skills.
  • Ability to work collaboratively with various stakeholders.

Work Environment
The position offers a hybrid schedule, requiring onsite presence 3-4 days a week.
Job Type & Location
This is a Permanent position based out of Lafayette, IN.
Pay and Benefits
The pay range for this position is $123344.00 - $213720.00/yr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Company provides 401k, Health, medical, etc. We have a copy of the benefits guide
Workplace Type
This is a hybrid position in Lafayette,IN.
Application Deadline
This position is anticipated to close on Aug 31, 2026.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
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About Aston Carter

Sourced by ZipRecruiter

At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MA, US

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