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Associate Financial Advisor Jobs in Avon, IN (NOW HIRING)

Thrivent Financial

Market Developer

Carmel, IN · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Thrivent Financial

Market Developer

Carmel, IN · On-site

$100 - $125/hr

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Lincoln Tech

Financial Aid Advisor

Indianapolis, IN · On-site

$19.25 - $24.75/hr

Financial Aid Advisor - Lincoln Tech - Indianapolis, IN campus We're looking for an experienced ... Associate's degree or equivalent combination of education, training, and experience What You'll Do:

Raymondjames

Client Service Associate- Carmel, IN

Carmel, IN · On-site

$14.50 - $20/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

Thrivent

Market Developer

Carmel, IN · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Avon, IN

Associate Financial Advisor information

See Avon, IN salary details

$36.9K

$64.4K

$107.9K

How much do associate financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for associate financial advisor in Avon, IN is $64,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $79,100.00 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 Avon, IN?

The most popular types of Financial Advisor jobs in Avon, IN are:

What are popular job titles related to Associate Financial Advisor jobs in Avon, IN?

For Associate Financial Advisor jobs in Avon, IN, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Avon, IN look for?

The top searched job categories for Associate Financial Advisor jobs in Avon, IN are:

What cities near Avon, IN are hiring for Associate Financial Advisor jobs?

Cities near Avon, IN with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Avon, IN as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,406 per year, or $31 per hour.

Financial Advisor/Wealth Manager - Indianapolis

Tristate Financial Advisors

Indianapolis, IN • On-site

$100K/yr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.


On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support


TFA is different from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast-paced, yet laid back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.


Some features of this position include:

  • One-on-one training from seasoned leaders in the local financial planning industry include
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities.


Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualified to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office


Compensation will be given after completion of licenses and qualifications met for being an financial advisor. Average earnings of a first- year Financial Advisors exceed $70,000 with top earner making an excess of $100,000.


Visit our website at http://www.tristatefa.com

Apply