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Associate Advisor Salary Jobs in Indiana (NOW HIRING)

Eley-Graham-Austgen Financial Advisory Services

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Financial Assistant

Crown Point, IN · On-site

$35K - $45K/yr

Advanced Administrative Support to the President, Senior Advisors, and Associate Advisors with ... This position is NOT commissions based; it is a full time salaried position. * Proactive attitude ...

aan

Sales Associate

Washington, IN · On-site

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

aan

Sales Associate

Lafayette, IN

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

Aaron's Family of Companies

Sales Associate

Speedway, IN · On-site

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

aan

Sales Associate

Lafayette, IN · On-site

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

Aaron's Family of Companies

Sales Associate

Lafayette, IN · On-site

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

aan

Sales Associate

Washington, IN · On-site

$12.25 - $13/hr

Sales Associate The salary range for this role is $12.25 to $13.00 per hour/annually.* This ... Sales Associate > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General ...

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Associate Advisor Salary information

What are the typical career advancement opportunities for an associate advisor?

As an Associate Advisor, you can expect a clear path for career growth within most financial advisory firms. Starting in a support or junior role, you will often gain hands-on experience in client servicing, financial planning, and investment management. With consistent performance and the pursuit of professional certifications (such as CFP or CFA), you may advance to roles like Lead Advisor or Senior Advisor, eventually managing your own client portfolio. Many firms also offer mentorship programs and ongoing training to help you transition smoothly into higher-responsibility positions.

What is an associate advisor?

An associate advisor is an entry-level financial professional who assists senior advisors in managing client portfolios, providing financial planning, and conducting research. They typically hold relevant certifications such as the Series 7 or Series 65 and develop skills in financial analysis, client communication, and investment strategies.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid grounding in financial planning principles, investment strategies, and client relationship management, usually supported by a bachelor's degree in finance or related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and relevant certifications such as the CFP® or Series 65 can be expected. Excellent communication, active listening, and analytical thinking set top performers apart in this role. These skills ensure that advisors can build trust, provide tailored financial advice, and support clients in achieving their financial goals.

What is the difference between Associate Advisor Salary vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior advisorsClient-facing role, providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and wealth management companiesUsed across similar financial services firms, often with more client responsibility

Typically, Associate Advisors earn less than Financial Advisors due to differences in client responsibility and experience. While both roles require similar licenses, Financial Advisors usually have higher earning potential due to direct client engagement and financial planning responsibilities.

What does an associate advisor do?

An associate advisor supports financial advisors by preparing client reports, conducting research, and assisting with financial planning tasks. They often handle administrative duties, communicate with clients, and use financial software to help develop investment strategies. This role typically requires strong communication skills and relevant certifications or training in finance or related fields.

Do associate advisors make good money?

Associate advisors typically earn a salary that is competitive within the financial services industry, with pay often ranging from $40,000 to $70,000 annually depending on experience, location, and employer. They may also receive bonuses or commissions based on performance and client acquisition, which can increase total compensation. Entry-level positions usually start at the lower end of the salary range, while experienced associates can earn more with additional certifications or skills.

What is the average salary for an associate advisor?

The average salary for an Associate Advisor in the United States typically ranges from $50,000 to $75,000 per year, depending on experience, location, and the size of the financial firm. Entry-level positions may start at a lower range, while those with a few years of experience or in high-cost-of-living areas can expect to earn more. Compensation packages may also include bonuses, commissions, or benefits, which can further increase total earnings.
What are popular job titles related to Associate Advisor Salary jobs in Indiana? For Associate Advisor Salary jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Advisor Salary jobs in Indiana look for? The top searched job categories for Associate Advisor Salary jobs in Indiana are:
What cities in Indiana are hiring for Associate Advisor Salary jobs? Cities in Indiana with the most Associate Advisor Salary job openings:
Associate Advisor Salary jobs near you

Private Wealth Advisor, Assoc

Old National Bank

Terre Haute, IN • On-site

$42K - $48K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client's goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $42,000 - $48,000 / plus commision per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.
Key Accountabilities
Manage a portfolio of client relationships:
  • Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
  • Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
  • Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.

Provide Advice to clients through Financial Planning:
  • Be able to prepare a financial plan to address the client's personal goals and objectives while collaborating with our dedicated financial planning team as needed.

Prospect and develop new wealth business opportunities:
  • Foster productive relationships with Consumer and Commercial business partners.
  • Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
  • Develop partnerships with centers of influence outside of the bank.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
  • Consistently researching and developing subject matter expertise to consult clients appropriately.
  • Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
  • Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Key Competencies for Position
  • Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
  • Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
  • Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
  • Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
  • Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
  • Client Service - Provide impeccable service to create a superior client experience.

Qualifications and Education Requirements
  • Bachelor's degree in Finance, Business, or related field, preferred.
  • 3 years of retail or institutional wealth/investment experience preferred.
  • Must possess strong relationship building skills including verbal and written communication skills.
  • Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
  • Must possess excellent sales and closing skills.
  • Series 6 or 7 licenses to sell brokerage products.
  • State Life and Health Insurance Licenses, preferred.
  • CFP, MBA, or Professional designation(s) preferred.
  • Ability to build and develop a robust sale pipeline.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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