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Assistant Personal Finance Jobs in Indiana (NOW HIRING)

Life Time, Inc.

Personal Training Lead 2

Fishers, IN · On-site

You will assist club leadership in bringing the Life Time Training brand and philosophy to life ... team achieve their personal financial goals and those of the division. Job Duties and ...

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Assistant Personal Finance information

What is the difference between Assistant Personal Finance vs Personal Financial Advisor?

AspectAssistant Personal FinancePersonal Financial Advisor
CredentialsOften no formal certification required; some may have basic finance or administrative trainingTypically requires certifications like CFP or CFA
Work EnvironmentAdministrative support in financial firms, banks, or wealth management companiesClient-facing roles providing personalized financial planning and advice
Employer & Industry UsageUsed by financial institutions to support advisors and managersIndependent or firm-employed professionals offering financial planning services

Assistant Personal Finance roles mainly provide administrative support within financial firms, often without requiring advanced certifications. Personal Financial Advisors directly assist clients with financial planning and typically hold professional certifications. While both work in the finance industry, their responsibilities and qualifications differ significantly.

What does an assistant personal finance do?

An assistant personal finance helps individuals manage their financial tasks, such as budgeting, tracking expenses, and preparing financial documents. They often use tools like spreadsheets or financial software and may require knowledge of basic accounting or finance principles. The role typically involves supporting clients or financial professionals to improve financial organization and decision-making.

What are the most commonly searched types of Personal Finance jobs in Indiana?

The most popular types of Personal Finance jobs in Indiana are:

What cities in Indiana are hiring for Assistant Personal Finance jobs?

Cities in Indiana with the most Assistant Personal Finance job openings:

Assistant Personal Finance jobs near you

Assistant Personal Training Lead

Life Time

Westfield, IN • On-site

Part-time

Re-posted 5 days ago

Key responsibilities

  • Lead and develop a team of Fitness Professionals to achieve performance and brand standards.

  • Manage the overall client experience on the fitness floor and deliver the Dynamic Personal Training experience.

  • Support team members through coaching, onboarding, and ensuring they meet productivity and personal financial goals.

Life Time rating

6.5

Company rating: 6.5 out of 10

Based on 394 frontline employees who took The Breakroom Quiz

24th of 63 rated gym and leisure clubs

Job description

Position Summary

As a PT Leader-2, you will lead and develop a team of Fitness Professionals to a successful career at Life Time.  You will assist club leadership in bringing the Life Time Training brand and philosophy to life every day through amazing experiences. You will do this by being responsible for the experience on the fitness floor through delivering the best Dynamic Personal Training experience.  You will also be responsible for delivering team member one on one's, selling training for our newer Fitness Professionals, coaching live client and member experience sessions, on-boarding of new team members, assisting in managing the connectivity and sales process, educating on all products and services, delivering your own personal production, and helping your team achieve their personal financial goals and those of the division.

Job Duties and Responsibilities

  • Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and performance expectations.  Includes disciplinary and termination actions as needed.

  • Responsible for the total experience and results of all clients

  • Be a Player-Coach by setting the example through Dynamic Personal Training through managing your own individual book of business

  • Oversees the quality and consistency of products, services, programs, and fitness floor experience for fitness professional team

  • Determine and implement strategies for ensuring the personal training team meets their productivity goals; drive content for department-wide meetings to achieve these strategies

  • Generates new clients and refers them to appropriate fitness professional based on client needs; Ensures TM has appropriate skills and training to successfully meet member needs

  • Promotes and directs execution of Life Time Training initiatives such as 60 Day and other special events

  • Completes and supports all scheduling, administrative, and coordination tasks for all programs and classes (metabolic, small group, nutrition, etc.)

Minimum Required Qualifications   

  • High School Diploma or GED

  • Certified Personal Trainer

  • CPR and AED Certified

  • 2+ year of personal training experience

  • Demonstrated Leadership / Management Skills

  • Demonstrated strong communication, sales, program design, and coaching skills

  • Ability to drive results through others

Preferred Qualifications

  • Bachelors degree in kinesiology, sports medicine, or a related field

  • Experience in delivery and overall knowledge of virtual training methodology

  • Demonstrates success in increasing client acquisition and retention

  • Ability to manage multiple fitness professionals to a successful outcome

  • Demonstrates expertise in Life Time business applications (Exerp, Workday, Domo, etc.) ​

Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.

What Life Time employees say

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Hours and flexibility

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