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Associate Financial Consultant Jobs in Indiana (NOW HIRING)

eth

Associate Design Consultant

Wayne, IN · On-site

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

Ethan Allen

Associate Design Consultant

Fort Wayne, IN · On-site

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

eth

Associate Design Consultant

Wayne, IN

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

eth

Associate Design Consultant

Wayne, IN · On-site

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

eth

Associate Design Consultant

Wayne, IN

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

eth

Associate Design Consultant

Wayne, IN

Educate customers on all the Ethan Allen sponsored finance options available to them. * Utilize ... In addition, the Associate Design Consultant can earn a monthly incentive. Benefits Benefits are an ...

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Showing results 21-40

All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Indiana

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:
Associate Financial Consultant jobs near you
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.

Associate Wealth Advisor

Waverly Advisors, LLC

Lafayette, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an Associate Wealth Advisor to our team in our Lafayette, IN office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
  • Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
  • Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
  • Executes client requests, updates client information, and follows up on open items for advisors and clients.
  • Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
  • Prepares client meeting materials and attends client and/or prospect meetings.
  • Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
  • Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
  • Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
  • Provides diligent documentation of client communication and utilizes CRM software.
  • Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to team meetings, as assigned.
  • Reviews quarterly reports for accuracy.
  • Tracks and completes any special projects throughout the year as needed.
  • Manages client onboarding processes and facilitates new account paperwork with the client service team.
  • Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications
  • Bachelor's Degree required preferably in Finance, Business, Economics, or a related field.
  • At least one of the following designations: CFA®, CFP®, or CPA.
  • Two to five years' experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred.
  • Proficiency in a CRM such as Salesforce.
  • Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab preferred.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Effective speaking and presentation skills.
  • Excellent writing proficiency.
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
  • Coachable with the ability to work in a team environment and independently.
  • Learning and development mindset and drive for continuous improvement.
  • Personal commitment to continuing education for professional development and growth.
  • Proficient with Microsoft Office suite.

Travel:
  • Occasional travel to meet with clients may occur.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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