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Assistant Wealth Management Jobs in Indiana (NOW HIRING)

Baird

Client Specialist

Evansville, IN · On-site

... wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants ...

Robert W Baird & Co

Client Specialist

Evansville, IN · On-site

... wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants ...

Baird

Client Specialist

Evansville, IN · On-site

... wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants ...

Baird Capital

Client Specialist

Evansville, IN · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word ...

Sanctuary Wealth Group LLC

Surveillance Analyst

Indianapolis, IN · Hybrid

$150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and wealth management firms, designed to empower entrepreneurial teams to build, own, and grow ... * Assist in the enhancement of surveillance programs by designing and improving surveillance ...

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

They offer a uniquely client-centric approach to wealth management through commission-free ... Identify, communicate, assist, and resolve questions and concerns from clients with online systems ...

New

Old National Bank

Middle Office Specialist

Evansville, IN · On-site

$17 - $29.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

This includes completing cases for ClientPoint (Wealth Management online banking), data downloads ... In addition, this role will assist with the quality review of account openings and closings ...

Morgan Stanley

This individual will partner closely with stakeholders across Wealth Management, Field Advisory ... efforts. * Assist in the review and evaluation of new or evolving business initiatives, products ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... * Assist in performing annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Relationship management and development: * Partners with Wealth associates in ...

Windward Recruiting

Client Services Associate

Indianapolis, IN · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... * Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities. * Partner with advisors, the investment team, and leadership to ...

Old National Bank

Securities Trader II

Evansville, IN · On-site

$62K - $122K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Possess the skills to evaluate fixed income securities and their suitability for individual portfolios, including the ability to leverage trading relationships to assist Portfolio Managers and Wealth ...

Old National Bank

Securities Trader II

Indianapolis, IN · On-site

$62K - $122K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Possess the skills to evaluate fixed income securities and their suitability for individual portfolios, including the ability to leverage trading relationships to assist Portfolio Managers and Wealth ...

Old National Bank

RPS Relationship Manager II

Evansville, IN · On-site

$77K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19819 ... Additionally, this role will assist with the generation of new or additional sources of revenue.

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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 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 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 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.

Client Specialist

Baird

Evansville, IN • On-site

Full-time

Re-posted 4 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

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