ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Indiana (NOW HIRING)

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

... 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdivsorHub's RIAs to Watch since ... Client Service Associates support the Wealth Advisor by attending client and prospect events and ...

H&R Block

Block Advisors Tax Advisor

Bloomington, IN · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... 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

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

previous page

Showing results 41-60

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Indiana

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 Sep 6, 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 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 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 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 August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $63,904 per year, or $30.7 per hour.

Treasury Management Advisor II

First Financial Bank

Indianapolis, IN • On-site

$74K - $100K/yr

Full-time

Re-posted 8 days ago

Key responsibilities

  • Analyze financial data and develop cash management solutions for clients.

  • Review, service, and maintain client portfolios, including working capital analysis and profitability management.

  • Complete risk management reviews for ACH, Credit Card, and RDC services.

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.
Essential Functions/Responsibilities
  • Grow existing portfolio relationships.
  • Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
  • Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
  • Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank's non-standard adjustments.
  • Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
  • Introduce customers to other service related lines of business.
  • Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • 3 years of banking experience.
  • Bachelor's Degree or equivalent combination of education and experience.

Preferred Knowledge and Skills
Level of Complexity and Scope
  • Performs work that requires analysis of complex information to devise client delivery solutions.

Degree of Independence and Decision-Making
  • Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
  • Works with limited supervision and has work reviewed when necessary.

Required Supervisory Responsibilities
  • No direct supervisory responsibilities
  • May help guide/mentor lower level Treasury Management Advisors

Physical Requirements
  • Frequently lifts and carries up to 10 lbs.
  • Frequently sits, stands, walks and drives.
  • Ability to regularly travel within assigned market to meet with clients and internal partners
  • Ability to travel outside of market as needed

Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Range: $74,000.00/year - $100,000.00/year
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.

Apply