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Associate Financial Planner Jobs in Indiana (NOW HIRING)

IPL (Indiana)

Senior Associate FP&A

Indianapolis, IN

$81K - $101K/yr

The FP&A Analyst's duties will include the following (other duties may be assigned): Forecasting & budgeting: * Coordinate with strategic business units (SBUs) to receive timely and accurate inputs ...

Ronald Blue Trust

Associate Advisor

Indianapolis, IN · On-site

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Blue Trust Inc

Associate Advisor

Indianapolis, IN

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Lids

Associate Merchandise Planner

Indianapolis, IN · On-site

Position Summary The Associate Merchandise Planner is responsible for building financial sales, gross margin, and inventory plans across both pre-season and in-season time periods. This role partners ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Indiana

Associate Financial Planner information

See Indiana salary details

$43.3K

$79.8K

$107.1K

How much do associate financial planner jobs pay per year?

As of Jun 19, 2026, the average yearly pay for associate financial planner in Indiana is $79,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $95,200.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Indiana? The most popular types of Financial Planner jobs in Indiana are:
What are popular job titles related to Associate Financial Planner jobs in Indiana? For Associate Financial Planner jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Indiana look for? The top searched job categories for Associate Financial Planner jobs in Indiana are:
What cities in Indiana are hiring for Associate Financial Planner jobs? Cities in Indiana with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in IN? For Associate Financial Planner jobs in IN, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Indiana as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $79,841 per year, or $38.4 per hour.

Associate Wealth Planner

Hill Region - Modern Woodmen of America

Indianapolis, IN • On-site, Remote

$78K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago

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

Were currently seeking an Associate Wealth Planner to join our Indianapolis teamoffering 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 firms 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 counselingdriven 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 officewhether it's golfing, volunteering, spending time with family, or even playing professional sportsreflect a balanced, purpose-driven approach to life and leadership.
Youll 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 role offers competitive compensation with strong income potential and a clear path for advancement. 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. Youll also have regular opportunities to engage in local volunteer projects and community initiativesbecause we believe in giving back while building a career with purpose.
What Were 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
  • Bachelors 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.