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Associate Financial Consultant Jobs in Indiana (NOW HIRING)

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Associate Financial Consultant information

See Indiana salary details

$43.3K

$98.8K

$165.6K

How much do associate financial consultant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate financial consultant in Indiana is $98,845.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $118,900.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What does an associate financial consultant do?

An associate financial consultant provides clients with financial advice, helps develop investment strategies, and assists in planning for financial goals. They analyze financial data, prepare reports, and often work under the supervision of senior consultants, using tools like financial planning software. Certification such as the CFP may be required or preferred.
What are the most commonly searched types of Financial Consultant jobs in Indiana? The most popular types of Financial Consultant jobs in Indiana are:
What are popular job titles related to Associate Financial Consultant jobs in Indiana? For Associate Financial Consultant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Financial Consultant jobs in Indiana look for? The top searched job categories for Associate Financial Consultant jobs in Indiana are:
What cities in Indiana are hiring for Associate Financial Consultant jobs? Cities in Indiana with the most Associate Financial Consultant job openings:
Infographic showing various Associate Financial Consultant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $98,845 per year, or $47.5 per hour.

Financial Consultant Manager

Elevance Health

Indianapolis, IN • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Elevance Health rating

7.6

Company rating: 7.6 out of 10

Based on 350 frontline employees who took The Breakroom Quiz

208th of 304 rated insurance


Job description

Anticipated End Date:

2026-08-11

Position Title:

Financial Consultant Manager

Job Description:

Financial Consultant Manager

Employee Referral Bonus: $250

Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

The Financial Consultant Manager is responsible for leading the process of preparation and interpretation of complex financial analysis for Carelon Insights. Has end to end ownership/management of business processes and works across functions and business departments to drive holistic and consistent solutions.

How You Will Make an Impact:

  • Serves as primary liaison between finance leadership and business unit.
  • Prepares and presents month-end financial statements and supporting analysis.
  • Leads the processes for and prepares monthly financial forecasts, annual plans, and long-term growth plans.
  • Performs ad hoc analyses for business, finance, and other stakeholders.
  • Consults with and provides management with solutions and recommended actions.
  • Supports commercialization efforts, new business opportunities, and other growth initiatives.
  • Works with cross-functional teams on strategic projects that support business unit and company goals.
  • Performs other relevant tasks in support of business and company objectives.

Minimum Requirements:

Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities, and Experiences:

  • Strong knowledge of internal business processes, data flow, controls and our financial systems.
  • Experience with Oracle EPM, SmartView, and PeopleSoft.
  • Ability to present results to a business audience and toparticipatecollaboratively in a team tasked to produce complex analyses on a rigorous schedule.

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

AFA > Financial Reporting, Planning & Analysis

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.


Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.


How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.


We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.


Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.


The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.


Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.


Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.


What Elevance Health employees say

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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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