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Associate Advisor Jobs in Indiana (NOW HIRING)

Ronald Blue Trust

Associate Advisor

Indianapolis, IN · On-site

Description The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an ...

Blue Trust Inc

Associate Advisor

Indianapolis, IN · On-site

Description The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an ...

H&R Block

Block Advisor Tax Advisor

Columbus, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Fort Wayne, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Munster, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Elkhart, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Indianapolis, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Bloomington, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Evansville, IN · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

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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 May 28, 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 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 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 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 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 May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,329 per year, or $24.7 per hour.

Associate Advisor

Ronald Blue Trust

Indianapolis, IN • On-site

Full-time

Retirement

Posted 27 days ago

Job description

Job Type
Full-time
Description
About Blue Trust
For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.
Description
The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues, develop new business, and contribute to office and enterprise-wide initiatives.
Principal Accountabilities
Business Development: Demonstrates a growing ability to create and seize business development opportunities through client engagement and involvement in spheres of influence. Some examples include generating referrals from existing clients, generating new opportunities from existing clients, teaching small group(s), serving on board(s), writing content for social media, etc.
  • Understands the company target market and resources.
  • Evaluates and identifies potential referral sources and networks where new opportunities for business may be found.
  • Introduces clients to the complete range of Blue Trust services

Client Service: Handles client requests with minimal advisor input.
  • Oversees meeting prep and implementation of action items.
  • Leads or co-leads client meetings for assigned client relationships under supervision of primary advisor.
  • Serves as primary point of contact for assigned client relationships under supervision of primary advisor.

Technical: Supports (Sr.) Private Wealth Advisor by preparing customized financial plans in a manner that is tailored to the needs of the clients.
  • Provides excellent service and technical support in the financial planning process to both clients and the (Sr.) Financial Advisor through maintaining client relationships in a manner consistent with company values and applied in-depth technical skills and expertise.
  • Prepares customized financial plans and recommendations for delivery to the client.
  • Develops high quality, accurate, attractive and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations.
  • Manages on-going coordination of client affairs, leading to transfer of day-to-day responsibility for managing the client relationship from the Advisor to the Associate Advisor.
  • Assesses gifting opportunities of cash, securities, or other property.
  • Conducts tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
  • Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
  • Implements investment transactions utilizing company's trading software.
  • Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation.
  • Demonstrates high level of competency in utilizing technical financial planning software applications.

Leadership and Management: Assumes some leadership responsibilities with clients and team.
  • Provides training and support for financial planners within the Division and/or across the Company, lending experience and expertise to help others learn, grow, and achieve a level of competency in the Financial Planner role.
  • Serves on office and firm-wide committees/initiatives, as needed / requested.
  • Embraces Blue Trust's Entrepreneurial Operating System (EOS) methodology.

Compliance: Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.
Requirements
  • Demonstrated in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of client counsel.
  • Strong verbal and written communication and presentation skills.
  • Proven decision making and discernment.
  • Demonstrated ability to serve clients and others with excellence.
  • Self-starter and strong multi tasker with ability to juggle multiple priorities and detail in a fast-paced environment.
  • Knowledge of industry terminology, products, and vehicles as well as regulatory environment.
  • Proven technical, analytical, and problem-solving skills with keen attention to detail.
  • Proficiency in Microsoft Office with a high level of expertise in MS Excel and proven capability utilizing company's industry-specific software.
  • Personal integrity and the ability to discreetly handle confidential data.
  • Understands and supports Company's policies, core values and organizational goals exhibited by day-to-day business activities and interactions.

Education, Experience & Skills
  • Served with distinction in a Financial Planner capacity a minimum of 2-5 years demonstrating leadership and excellence in all key areas of responsibility.
  • Bachelor's degree is required with a focus in finance, financial planning, or accounting strongly preferred.
  • Completion of assigned Career Development Plan training modules.

Certifications, Licenses and Registrations
  • Completion of the Certified Financial Planner® designation is strongly preferred.
  • Completion of the Certified Kingdom Advisor® designation is strongly preferred.
  • Additional education and credentials are a plus, such as MBA, the Certified Public Accountant designation or other.

Travel Requirements
Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.
Blue Trust is an equal opportunity employer.

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