ZipRecruiter

Log In

1

Associate Advisor Jobs in Indiana (NOW HIRING)

Clearwater Private Wealth Advisors

Be Seen First

Associate Advisor

Fort Wayne, IN · On-site

$75K - $100K/yr

Role Overview Our Associate Advisors play a key role in delivering exceptional client experience and supporting senior advisors in all aspects of planning and relationship management. The Associate ...

MidCoast

Be Seen First

Associate Financial Advisor (Advisor Residency)

Merrillville, IN · On-site

$70K - $120K/yr

Associate Financial Advisor Advisor Residency Program MidCoast Wealth Advisors | Merrillville, IN We Believe There Is a Better Way. Most firms tell advisors to immediately find clients and gather ...

New

MidCoast

Be Seen First

Associate Financial Advisor (Advisor Residency)

Merrillville, IN · On-site

$70K - $120K/yr

Associate Financial Advisor Advisor Residency Program MidCoast Wealth Advisors | Merrillville, IN We Believe There Is a Better Way. Most firms tell advisors to immediately find clients and gather ...

New

Purdue University

Lead Academic Advisor

West Lafayette, IN · On-site

$40K - $49K/yr

Report to the Computational Sciences Associate Director of Academic Advising and collaborate on advising operations, policies, curriculum, and student success initiatives * Manage assigned ...

H&R Block

Block Advisors Tax Advisor

Bloomington, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Fort Wayne, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Elkhart, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Munster, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Indianapolis, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Evansville, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Bluffton, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Columbus, IN · On-site

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

next page

Showing results 1-20

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Indiana

Associate Advisor information

See Indiana salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Sep 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 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?

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 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 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.

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 September 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $51,329 per year, or $24.7 per hour.

Associate Advisor

Fort Wayne, IN • On-site

Clearwater Private Wealth Advisors
See more jobs at Clearwater Private Wealth Advisorsexternal

$75K - $100K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Role Overview

Our Associate Advisors play a key role in delivering exceptional client experience and supporting senior advisors in all aspects of planning and relationship management. The Associate Advisor will work closely with senior advisors to prepare investment plans, support client relationships, and ensure high‐quality execution across planning, investment management, and service workflows. This role is ideal for someone who is detail‐oriented, growth‐minded, and eager to advance toward a lead advisor position.


Key Responsibilities

  • Support senior advisors in delivering comprehensive wealth planning and client service.
  • Build and update wealth plans using eMoney, including data gathering, plan input, scenario modeling, and client portal support.
  • Prepare meeting materials, review documents, and follow‐up summaries for client appointments.
  • Assist with investment analysis, portfolio reviews, and account maintenance.
  • Coordinate with operations and compliance teams to ensure accurate and timely execution of client requests.
  • Manage ongoing client communication, including service requests, updates, and proactive outreach.
  • Participate in client meetings as appropriate and gradually take on more direct client interaction.
  • Contribute to practice efficiency through process improvement and documentation.


Qualifications

  • 3–7 years of experience in investment planning, wealth management, or advisory support.
  • Proficiency with eMoney preferred.
  • Solid understanding of wealth planning concepts (retirement, investments, insurance, tax basics).
  • Strong attention to detail and ability to manage multiple priorities.
  • Excellent communication skills — written, verbal, and client‐facing.
  • Bachelor’s degree required; progress toward CFP® or CFA or willingness to pursue it strongly preferred.
  • FINRA Series 7 & 66 securities registrations (or ability to obtain within a defined timeframe).


What We Offer

  • Competitive compensation with opportunities for advancement.
  • Strong mentorship from senior advisors and leadership.
  • Access to robust planning tools, investment platforms, and operational support.
  • A collaborative, growth‐oriented culture focused on delivering exceptional client experiences.
  • Clear career path toward becoming a Lead Advisor.


Company Description

Clearwater Private Wealth Advisors is a holistic, client centric advisory practice committed to delivering clarity, confidence, and long term financial stewardship. We serve individuals, families, and business owners seeking thoughtful guidance, disciplined strategy, and a relationship built on trust.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Clearwater Private Wealth Advisors is a separate entity from WFAFN.