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Assistant Wealth Management Jobs in Indiana (NOW HIRING)

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Collaborates with financial planners and wealth advisors to develop financial plans that assist ...

Ceritypartners

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

Develop client recommendations with assistance from the Wealth Advisor. * Assist in building comprehensive financial plans. * Organize and maintain the CRM system (Salesforce), utilize financial ...

New

Cerity Partners

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

Develop client recommendations with assistance from the Wealth Advisor. * Assist in building comprehensive financial plans. * Organize and maintain the CRM system (Salesforce), utilize financial ...

Pwc

Asset & Wealth Management Tax Manager

Indianapolis, IN

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Old National Bank

Wealth Risk Officer

Evansville, IN · On-site

$60K - $121K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

FAVARH

Regional Director - Wealth Management

Indianapolis, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... growth. * Assist advisors in navigating business challenges, practice management decisions, and ... succession planning. * Represent the firm's leadership team to advisors, ensuring that expectations ...

Wealth Management Accounting

Enrolled Agent

Fort Wayne, IN · On-site

  • Medical

  • Retirement

  • PTO

ProTax Wealth Management Accounting Job Title: Enrolled Agent (EA) - Full-Time Location: Fort Wayne ... discuss results. * Assist with IRS and state correspondence or audit responses as needed.

CFS

Financial Advisor w/ SR65

Elkhart, IN · Hybrid

$50K - $60K/yr

  • Life

  • PTO

Elkhart, IN (On-Site) Compensation: $50,000 - $60,000 Join a Growing Wealth Management Firm A ... Build trusted relationships with clients and referral sources * Assist with business development ...

Old National Bank

Wealth Sales Assistant Unreg

Evansville, IN · On-site

$37.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

The Wealth Registered Sales Assistant is responsible for providing administrative and sales support ... Participates in identifying areas of concern and keeps management informed as needed. Maintain ...

Vertis Wealth

Estate and Document Attorney

South Bend, IN · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Vertis Wealth

Estate and Document Attorney

Fort Wayne, IN · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Old National Bank

Wealth Sales Assistant Unreg

Evansville, IN

$37.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

The Wealth Registered Sales Assistant is responsible for providing administrative and sales support ... Participates in identifying areas of concern and keeps management informed as needed. Maintain ...

Robert W Baird & Co

Client Specialist

Evansville, IN

... wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out thisvideoto learn more about the day in the life of our Client Assistants 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 Aug 16, 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 are the key skills and qualifications needed to thrive as an assistant wealth management professional?

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 are typical career progression opportunities for an assistant wealth management professional?

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 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 an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $46,052 per year, or $22.1 per hour.

Associate Wealth Advisor

Waverly Advisors, LLC

Lafayette, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an Associate Wealth Advisor to our team in our Lafayette, IN office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
  • Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
  • Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
  • Executes client requests, updates client information, and follows up on open items for advisors and clients.
  • Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
  • Prepares client meeting materials and attends client and/or prospect meetings.
  • Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
  • Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
  • Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
  • Provides diligent documentation of client communication and utilizes CRM software.
  • Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to team meetings, as assigned.
  • Reviews quarterly reports for accuracy.
  • Tracks and completes any special projects throughout the year as needed.
  • Manages client onboarding processes and facilitates new account paperwork with the client service team.
  • Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications
  • Bachelor's Degree required preferably in Finance, Business, Economics, or a related field.
  • At least one of the following designations: CFA®, CFP®, or CPA.
  • Two to five years' experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred.
  • Proficiency in a CRM such as Salesforce.
  • Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab preferred.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Effective speaking and presentation skills.
  • Excellent writing proficiency.
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
  • Coachable with the ability to work in a team environment and independently.
  • Learning and development mindset and drive for continuous improvement.
  • Personal commitment to continuing education for professional development and growth.
  • Proficient with Microsoft Office suite.

Travel:
  • Occasional travel to meet with clients may occur.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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