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Assistant Personal Finance Jobs in Indiana (NOW HIRING)

First Farmers Bank & Trust

Personal Banker

Cicero, IN · On-site

$18 - $22/hr

Through initiatives like financial education programs, scholarships, volunteerism, and local ... Process/Order checks and all related products for customers * Assist in verifying currency ...

Slingshot LLC

Strategic Operations Team Member

Marion, IN · Hybrid

$15 - $17/hr

This could include but not limited to personal finance, basic SQL/programming, economics, financial ... You will have the opportunity to assist in these initiatives in a variety of ways. These special ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

STAR Financial Group

PERSONAL BANKER - CARMEL

Carmel, IN

$18.25 - $22.25/hr

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality ... Generates new business to assist in meeting establishment profitability goals. * Generates ...

KeyBank

Personal Banker

Carmel, IN · On-site

$19.25 - $23.50/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Keybank

Personal Banker

Lebanon, IN · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

New

Keybank

Personal Banker

Nappanee, IN · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Keybank

Personal Banker

Carmel, IN · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

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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

Financial Consultant (Personal Banker Equivalent)

Thrive Credit Union

Anderson, IN • On-site

$21/hr

Full-time

Re-posted 9 days ago

Job description

We're looking for an experienced banking professional who enjoys building relationships, helping members reach financial goals, and making lending decisions that truly impact people's lives.


If you've built your career in banking and enjoy helping people more than simply processing transactions, we'd love to meet you.


At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and create lasting relationships built on trust.

This is not an entry-level position. We're looking for someone with previous banking or credit union experience who is confident opening accounts, identifying member needs, and delivering an exceptional member experience.


What You'll Do

As a Financial Consultant, you'll serve as a trusted resource for our members by:

Building Relationships

  • Welcome members and create an exceptional service experience from the moment they walk through the door.
  • Open new accounts and educate members on products and services that support their financial goals.
  • Ask thoughtful questions to uncover member needs and confidently recommend appropriate financial solutions.
  • Build lasting relationships that encourage members to choose Thrive for all of their financial needs.

Guiding Lending Conversations

  • Interview members and gather information to complete consumer loan applications.
  • Ensure loan applications are accurate, complete, and ready for review by our Loan Officers.
  • Answer questions and help members understand the lending process from application through closing.

Supporting the Branch Team

  • Assist with teller transactions during busy periods and provide accurate, efficient service.
  • Serve members through multiple channels, including in person, by phone, online, and through text messaging.
  • Participate in outbound member outreach to strengthen relationships and identify opportunities to better serve our members.
  • Contribute to individual and branch goals while maintaining a member-first mindset.


What We're Looking For

We're looking for someone who enjoys connecting with people and takes pride in helping others succeed financially.

Our ideal candidate has:

  • Previous experience working in a bank or credit union (required)
  • Experience opening new accounts and discussing financial products with customers or members
  • Strong relationship-building and communication skills
  • The ability to identify member needs and confidently recommend appropriate solutions
  • Excellent attention to detail and organizational skills
  • The ability to thrive in a fast-paced, team-oriented environment
  • Previous consumer lending experience is a plus, but not required


Why Thrive Credit Union?

At Thrive, we believe banking is personal.
Our Financial Consultants have the opportunity to make a real impact by helping members navigate important financial decisions and improve their financial well-being. You'll work alongside a supportive team that values collaboration, exceptional service, and doing what's right for our members.If you're looking for an opportunity where relationships matter, your experience is valued, and your work makes a difference every day, we'd love to hear from you.


Apply