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Assistant Financial Planner Jobs in Indiana (NOW HIRING)

Authenticx

FP&A Manager

Indianapolis, IN · On-site

Position Summary The FP&A Manager partners with the CFO and cross-functional leaders to build ... Build and maintain recurring management reporting packages and assist in preparing materials for ...

New

Martin Marietta Materials

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Martin Marietta

Sr. FP&A Analyst

Indianapolis, IN

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Martin Marietta

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Norsk Hydro

Financial Analyst

Elkhart, IN

  • Medical

  • Dental

  • Life

  • Retirement

The FA will gain broad exposure to financial planning, reporting and operational support ... Support in month end closing. * Assist and support analyzing actual profits and losses vs. the ...

CFS

CFO

Elkhart, IN · Hybrid

Manage cash flow, budgeting, forecasting, and financial planning. * Ensure compliance with ... Support ongoing system optimization and financial reporting enhancements. * Assist with audit ...

Norsk Hydro

Financial Analyst (21927)

Elkhart, IN · On-site

  • Medical

  • Dental

  • Life

  • Retirement

The FA will gain broad exposure to financial planning, reporting and operational support ... Support in month end closing. * Assist and support analyzing actual profits and losses vs. the ...

CFS

CFO (Elkhart)

Elkhart, IN · On-site

Manage cash flow, budgeting, forecasting, and financial planning. * Ensure compliance with ... Support ongoing system optimization and financial reporting enhancements. * Assist with audit ...

New

Norsk Hydro

Financial Analyst

Elkhart, IN · On-site

  • Medical

  • Dental

  • Life

  • Retirement

The FA will gain broad exposure to financial planning, reporting and operational support ... Support in month end closing. * Assist and support analyzing actual profits and losses vs. the ...

Deckers

$79K - $107K/yr

Assistant Manager, Merchandise Planning - HOKA Location: US Remote Interested applicants must ... You'll drive the development and execution of strategic financial plans, collaborating across teams ...

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Showing results 41-60

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 - North

Indiana University Health

Lafayette, IN • On-site

Full-time

Posted 15 days ago

Indiana University Health rating

7.2

Company rating: 7.2 out of 10

Based on 465 frontline employees who took The Breakroom Quiz

346th of 889 rated healthcare providers

Job description


Assistant Chief Financial Officer - North
Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes. They advance our mission and exemplify excellence, compassion, teamwork and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our finance leadership team in the role of Associate Chief Financial Officer.
The Assistant Chief Financial Officer (Assistant CFO) serves as a senior finance leader and strategic partner to the Regional Chief Financial Officer (Regional CFO) and regional Executive Teams, supporting oversight of financial operations, performance management, planning processes, and the control environment as it relates to financial management. This leader plays a key part in regional decision-making by translating financial results into actionable insights, reinforcing fiscal discipline, and ensuring compliance with accounting standards, regulatory requirements, and organizational policies. In the absence of the Regional CFO, the Assistant CFO serves as the CFO's delegate, representing Finance with executive leadership across the region and enabling broader strategic oversight. The Assistant CFO may provide leadership across core finance functions, including accounting, financial reporting, FP&A, budgeting, reimbursement, and analytics. This leader in partnership with the Regional CFO and executive leadership, drives financial performance and long-range planning through forward-looking analysis, scenario modeling, and clear, actionable recommendations. The Assistant CFO supports stewardship of financial resources, including cash flow, working capital, capital planning, and balance sheet management, ensuring long-term financial sustainability and partners with operational, clinical, and administrative leaders to drive accountability and performance improvement, including productivity optimization, expense management, and revenue enhancement. This leader develops finance talent, fosters a culture of accountability and continuous improvement, and represents Finance in regional executive forums with a strong executive presence.
Key Relationships
Reports to: Vice President - Chief Financial Officer, North and South Regions
Candidate Qualifications
Candidates for the position will be evaluated according to the following criteria and competencies.
  • 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 judgement, relationship-building ability, and the capacity to lead through change in complex environments.

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana's largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one of the nation's healthiest states.
IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The system's programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana.
About Us
  • Indiana University Health has nearly 40,000 team members, including more than 3,600 physicians and 1,200 advanced practice providers, and we're home to the largest nursing network in Indiana with more than 9,000 nursing team members at over 800 sites of care.
  • IU Health is ranked No. 1 in Indiana by U.S. News & World Report, Riley Children's Health is ranked among the top children's hospitals in the country by U.S. News & World Report.
  • A unique partnership with the Indiana University School of Medicine - one of the nation's largest medical schools - gives patients access to groundbreaking research and innovative treatments, and it offers team members access to the latest science and the very best training - advancing healthcare for all.
  • With 15 hospitals, including seven with Magnet designation and eight with Pathways to Excellence designation, our team members are leading the way through excellence.
  • At Indiana University Health, your personal and professional growth is a top priority. You will have access to many diverse opportunities to learn and develop in meaningful ways that matter most to you, such as advanced clinical training, leadership development, promotion opportunities and cross training development.
  • Indiana University Health is invested in the lives of Hoosiers, leading the transformation of healthcare to make Indiana one of the nation's healthiest states.

About the Team
Indiana University Health is Indiana's most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. We're looking for team members who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day.

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