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

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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 ...

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$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 ...

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$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 ...

Elevance Health

Developer Advisor

Indianapolis, IN · Hybrid

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Developer Advisor

Indianapolis, IN · On-site

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

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Showing results 21-40

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

Associate Financial Advisor information

See Fishers, IN salary details

$36K

$62.9K

$105.3K

How much do associate financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial advisor in Fishers, IN is $62,859.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $77,200.00 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 Fishers, IN?

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Fishers, IN as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $62,859 per year, or $30.2 per hour.

Financial Services Internal Wholesaler

Zentech Consulting

Carmel, IN

Full-time

Re-posted 16 days ago

Job description

Company Description

Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.

Job Description

As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.

Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory

Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)

Exhibit deep knowledge of investments and investment concepts

Deliver effective presentations to promote the Company

Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.

Qualifications

Bachelor's degree preferred

FINRA 6, 63, 65 required for this position

o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire

o MUST pass the FINRA licensing exam for the 65 within 3 attempts

2+ years of direct sales experience

Clear and concise communication with an expertise in adapting to different audiences

Ability to articulate specific sales strategy and process

Well-organized with acute attention to detail

Additional Information

All your information will be kept confidential according to EEO guidelines.

ZenTech Consulting logo

About ZenTech Consulting

Sourced by ZipRecruiter

Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Tampa, FL, US

Year founded

2011

Social media

Facebook

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