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Associate Financial Advisor Jobs in Indiana (NOW HIRING)

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Associate Financial Advisor information

See Indiana salary details

$36.6K

$63.9K

$107.1K

How much do associate financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate financial advisor in Indiana is $63,904.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $78,500.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What are popular job titles related to Associate Financial Advisor jobs in Indiana? For Associate Financial Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Indiana look for? The top searched job categories for Associate Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for Associate Financial Advisor jobs? Cities in Indiana with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in IN? For Associate Financial Advisor jobs in IN, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Indiana as of July 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $63,904 per year, or $30.7 per hour.

Associate Financial Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

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