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Assistant Wealth Management Jobs in Indiana (NOW HIRING)

Old National Bank

Tax & IRA Coordinator

Evansville, IN

$51K - $101K/yr

... * Assist with the execution and tracking of electronic tax payments and the processing of tax ... Communicate status updates, open items, and issue resolutions to Wealth Management associates in a ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN · On-site

$51K - $101K/yr

Tax & IRA Coordinator Job Locations US-IN-Evansville Category/Function Trust/Wealth Management ... * Assist with the execution and tracking of electronic tax payments and the processing of tax ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN · On-site

$51K - $101K/yr

... * Assist with the execution and tracking of electronic tax payments and the processing of tax ... Communicate status updates, open items, and issue resolutions to Wealth Management associates in a ...

Old National Bank

Wealth Risk Officer

Evansville, IN · On-site

$60K - $121K/yr

Work closely with the Wealth Risk Manager on high priority projects and tasks. Key Accountabilitie s Assist with the timely coordination of materials required for periodic examinations, audits and ...

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All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in Indiana

Assistant Wealth Management information

See Indiana salary details

$27.6K

$46.1K

$66.1K

How much do assistant wealth management jobs pay per year?

As of Jul 26, 2026, the average yearly pay for assistant wealth management in Indiana is $46,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $46,200.00 per year, depending on experience, location, and employer.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does a wealth assistant do?

A wealth assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with client communications, data entry, and using financial planning software, requiring strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What is an entry level job in wealth management?

An entry-level position in wealth management typically includes roles such as Financial Planning Assistant or Client Service Associate, focusing on supporting senior advisors with client communications, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the Series 7 or Series 65 for advancement.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most financial advisors earn less than this amount, with top earners representing a minority in the profession.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is a wealth management assistant job description?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often handle administrative tasks, maintain client records, and use financial software, requiring strong organizational skills and knowledge of financial products. The role typically requires relevant certifications or experience in finance or administration.
What are the most commonly searched types of Wealth Management jobs in Indiana? The most popular types of Wealth Management jobs in Indiana are:
What are popular job titles related to Assistant Wealth Management jobs in Indiana? For Assistant Wealth Management jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Assistant Wealth Management jobs in Indiana look for? The top searched job categories for Assistant Wealth Management jobs in Indiana are:
What cities in Indiana are hiring for Assistant Wealth Management jobs? Cities in Indiana with the most Assistant Wealth Management job openings:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,052 per year, or $22.1 per hour.

VP, Wealth Management

Everwise Credit Union

South Bend, IN • On-site

Full-time

Posted 8 days ago

Job description

Job Description:
Position Summary:
The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union's Wealth Management function. The incumbent provides oversight leadership for all investment advisory, brokerage, trust, and financial planning services. The VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. This role reports to the Chief Banking Officer.
Primary Responsibilities & Duties:
  • Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.
  • Define the Wealth Management teams multi-year strategic roadmap including new products, digital advisory capabilities, and emerging wealth solutions.
  • Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.
  • Develop budgets and accountable for Wealth Management revenue optimization, expense management, margin expansion, and long-term financial sustainability.
  • Establish and implement enterprise-level operational frameworks that are efficient, scalable, and provide quality service to our members.
  • Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).
  • Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.
  • Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.
  • Champion the design and delivery of a holistic, relationship-based financial planning experience that differentiates Everwise in the marketplace.
  • Identify and implement strategies to elevate advisor productivity, deepen member relationships, and expand advisory capabilities.
  • Oversee experience-driven service models that support high net-worth, mass affluent and emerging wealth members.
  • Direct enterprise risk management practices for all investment and advisory activities including supervision and compliance oversight.
  • Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.
  • Build highly effective and well-informed advising teams.
  • Drive cross-functional integration with Retail, Digital, Marketing, Finance and Commercial teams.

Knowledge/ Skills:
  • Deep knowledge of financial planning, investment strategies, and regulatory compliance.
  • Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution.
  • Strong business acumen with deep knowledge of investment, fiduciary and advisory practices.
  • Strong leadership, influencing, and team development skills.
  • Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences.
  • High integrity and commitment to member-centric service.

Minimum Requirements:
  • Bachelor's degree in Finance, Business Administration, or related field (Master's or MBA preferred).
  • 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.
  • 8+ years leadership experience with proven experience leading teams.
  • FINRA Series 7, 24, and 63 (or equivalent) required; CFP® designation strongly preferred.
  • Proven track record of driving growth and profitability in a wealth management or investment services environment.
  • Experience working with a broker/dealer preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Apply