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

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 ...

Cetera Financial Group, Inc.

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

... associates preferred Travel Requirements: Up to 5% Compensation: The base salary range for this ... Cetera is one of the largest independent financial advisor networks in the nation and a leading ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... Position A Private Advisor team within our Rockefeller Global Family Office business unit is ...

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Showing results 21-40

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.

Associate Wealth Planner

Indianapolis, IN • On-site

Hill Region - Modern Woodmen of America
See more jobs at Hill Region - Modern Woodmen of Americaexternal

$78K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Key responsibilities

  • Assist the local team with client communication, appointment coordination, and the full business development cycle

  • Help prepare personalized planning materials, reports, and documentation

  • Participate in client meetings, supporting follow-through and service

Job description

Benefits:
  • Retirement
  • 1-1 Mentorship
  • Licensing Support
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

We’re currently seeking an Associate Wealth Planner to join our Indianapolis team—offering hands-on mentorship, structured training, and a clear pathway toward becoming a fully functioning Financial Representative. This role is designed for those looking to launch a meaningful career in financial services while being supported every step of the way by experienced leaders. You'll work alongside a team committed to helping individuals, families, and business owners achieve financial security through personalized planning and community-focused service.
This position is part of The Hill Region, an elite region within the national financial services firm, Modern Woodmen of America. The leadership team serving the Indianapolis region brings a diverse mix of experience, passion, and community-minded focus to their work. With backgrounds ranging from financial advising and business leadership to counseling and athletics, they each contribute a unique perspective to the firm’s mission. Several began their careers in financial services and have grown into senior leadership roles, while others transitioned from fields like education, sports management, or counseling—driven by a shared commitment to helping others plan for a more secure future.
Collectively, they bring over two decades of experience and are deeply invested in both their clients and their communities. Their passions outside the office—whether it's golfing, volunteering, spending time with family, or even playing professional sports—reflect a balanced, purpose-driven approach to life and leadership.
You’ll be part of a supportive team at our Greenwood office, proudly serving the Greater Indianapolis area. Location: 99 W Jefferson St, Franklin IN 46131
Key Responsibilities:
  • Assist the local team with client communication, appointment coordination, and the full business development cycle
  • Help prepare personalized planning materials, reports, and documentation
  • Maintain accurate and compliant client records
  • Participate in client meetings, supporting follow-through and service
  • Engage in marketing and outreach efforts to help grow the client base
  • Develop industry knowledge through ongoing education and mentorship
Perks & Benefits:
This is a commission-based opportunity. Earnings are based on individual production and performance. Team members benefit from comprehensive benefits, including retirement plans, fraternal programs that enhance quality family life, and hands-on training and development from experienced leaders. Our culture is rooted in support, open communication, and a shared commitment to both personal and professional growth. You’ll also have regular opportunities to engage in local volunteer projects and community initiatives—because we believe in giving back while building a career with purpose.
What We’re Looking For:
  • Strong interpersonal and organizational skills
  • Professionalism and attention to detail
  • Motivation to grow within the financial planning field
  • A passion for helping others achieve long-term goals
  • Bachelor’s degree (preferred) or equivalent experience
  • Openness to obtaining required licenses and certifications
  • Ability to work (with flexability) out of our office located: 99 W Jefferson St, Franklin IN 46131
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 

Flexible work from home options available.