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Associate Advisor information

See Indiana salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Jul 11, 2026, the average hourly pay for associate advisor in Indiana is $24.68, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.37 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Indiana? The most popular types of Advisor jobs in Indiana are:
What are popular job titles related to Associate Advisor jobs in Indiana? For Associate Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Indiana look for? The top searched job categories for Associate Advisor jobs in Indiana are:
What cities in Indiana are hiring for Associate Advisor jobs? Cities in Indiana with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Indiana as of July 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 100% In-person job distribution, with an average salary of $51,329 per year, or $24.7 per hour.

Associate Financial Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

Description:

If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities.
That's not how we operate.

Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best—building relationships, delivering advice, and providing an exceptional client experience—not spending their days chasing leads.

As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career—not making cold calls or trying to convince strangers to become clients.

Because we're advisor-owned, decisions are made here—not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams.

If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.

Requirements:

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.

What You’ll Do

  • Attend client meetings
  • Prepare meeting agendas, gather data, and create follow-up communications
  • Deliver exceptional client service and support
  • Handle client inquiries professionally and promptly
  • Maintain accurate CRM records
  • Support financial plan preparation and data input
  • Participate in team meetings and collaborative projects

What You Bring

  • Strong client service and communication skills
  • Proven experience in customer satisfaction roles
  • Basic understanding of finance
  • Ability to multitask in a fast-paced environment
  • Excellent attention to detail
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

  • Clear, structured track to Lead Advisor
  • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
  • Collaborative, professional culture
  • Opportunities to take on more responsibility as you progress
  • Competitive compensation and benefits

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k)
  • Short-Term & Long-Term Disability
  • Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements

Education & Experience

  • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
  • 1–3 years of experience in financial services, client service, or professional office environment
  • Experience supporting advisors, planners, or client service teams a plus
  • Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required

Technical Skills

  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
  • Basic understanding of financial planning concepts, investment types, and account structures
  • Strong documentation, task-tracking, and workflow management skills

Client Service & Communication

  • Exceptional verbal and written communication skills
  • Ability to explain processes clearly and professionally
  • Demonstrated success in high-touch client service roles
  • Strong emotional intelligence and confidence interacting with clients at all wealth levels

Organizational & Analytical Skills

  • High attention to detail with low error rates
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong problem-solving skills with the ability to anticipate advisor and client needs
  • Skilled at organizing data and preparing meeting materials

Professional Attributes

  • Team-player mindset with a willingness to learn and grow into an advisor role
  • Resourceful, self-motivated, and takes ownership of work
  • Maintains confidentiality and handles sensitive information appropriately
  • Positive attitude, adaptable, and calm under pressure