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Associate Financial Planner Jobs in Indiana (NOW HIRING)

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

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

The Demand Planner collaborates cross-functionally with operations, sales, fleet, and finance to ... NICE TO HAVE * Associate's degree in business, supply chain management, or related field.

Senior Finance Analyst

South Bend, IN · Hybrid

$5.5K - $9.0K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

Senior Finance Analyst

South Bend, IN · Hybrid

$5.5K - $9.0K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

Provide accurate input to financial forecasts. Qualifications Basic Qualifications: * Minimum of a ... Associates or Bachelor's Degree from an accredited institution * Ability to multi-task

Senior Finance Analyst

South Bend, IN · Hybrid

$5.5K - $9.0K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

Provide accurate input to financial forecasts. Basic Qualifications: * Minimum of a High School ... Associates or Bachelor's Degree from an accredited institution * Ability to multi-task

New

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

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Showing results 1-20

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 21, 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.
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:
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.
Event Planner

Event Planner

Elevance Health

Indianapolis, IN • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


Elevance Health rating

7.8

Company rating: 7.8 out of 10

Based on 334 frontline employees who took The Breakroom Quiz

165th of 261 rated insurance


Job description

Anticipated End Date:

2026-06-26

Position Title:

Event Planner

Job Description:

Event Planner


Location: This role requires associates to be in-office2days 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, unlessaccommodationis granted as required by law.


TheEvent Plannerwill be responsible for planning events for senior management, marketing, and sales. This role is ideal for an organized, proactive individual with strong communication, learning agility, and problem-solving skills who is interested in growing event planning, stakeholder management, and project coordination capabilities.
How you will make an impact:

  • Travels to worksite and other locations as necessary 25-30%.

  • Meets with customers to identify parameters of events.

  • Recommends appropriate format.

  • Coordinates promotion of event to target audience.

  • Identifies and recruits presenters, speakers, and event volunteers.

  • Assists in the preparation of presentations when requested (includes developing, writing, editing, and reviewing presentations and serving as a desktop publishing expert).

  • Negotiates with vendors to make event arrangements (e.g., hotels, travel agency, special venues, restaurants, etc.).

  • Serves as the onsite host/hostess for client.

  • Communicates event status.

  • Conducts follow-up to assess effectiveness of events.

  • Develops and tracks meeting budgets.

  • Seeks feedback after events and applies lessons learned to improve future planning and execution.

  • Builds effective working relationships with internal partners, vendors, presenters, volunteers, and attendees.

  • Uses sound judgment to identify issues, escalate risks, and recommend practical solutions during event planning and execution.


Minimum Requirements:

Requires a BA/BS degree and a minimum of 3 years of related experience; or any combination of education and experience, which would provide an equivalent background. Travels to worksite and other locations as necessary.
Preferred Skills, Capabilities and Experiences:

  • Strong organizational skills, attention to detail, and ability to manage multiple priorities and deadlines.

  • Demonstrates learning agility, curiosity, initiative, and willingness to learn new event planning tools, processes, business areas, and stakeholder expectations.

  • Demonstrates professionalism, customer-service orientation, and ability to support senior leaders, clients, and business partners.

  • Skills in event planning, stakeholder coordination, vendor management, budget tracking, and project coordination.

Job Level:

Non-Management Exempt

Workshift:

Job Family:

MKT > Event Planning

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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