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Associate Financial Planner Jobs in Indiana (NOW HIRING)

Cummins Inc.

Financial Analyst - Senior

Columbus, IN · Hybrid

$79K - $99K/yr

Strengthen financial planning & forecasting: Partner with teams to build realistic budgets ... Accountable for CMEP accounts payable - leading team of two associates to resolve any invoice ...

Cummins Inc.

Financial Analyst - Senior

Columbus, IN · Hybrid

$79K - $99K/yr

Strengthen financial planning & forecasting: Partner with teams to build realistic budgets ... Accountable for CMEP accounts payable - leading team of two associates to resolve any invoice ...

Elevance Health

Financial Analyst Sr.

Indianapolis, IN · On-site

$81K - $101K/yr

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

LHH US

Materials Planner

Indianapolis, IN

$60K - $65K/yr

Finance, Accounting, Supply Chain, Business, or related field preferred * Experience planning raw ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

LHH US

Materials Planner

Indianapolis, IN

$60K - $65K/yr

Finance, Accounting, Supply Chain, Business, or related field preferred * Experience planning raw ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Masco Corporation

Production Planner

Greensburg, IN · On-site

$56K - $89K/yr

High School Diploma required, Associate's degree in a related field is preferred. Both with a ... financial wellbeing. * Learning & Development: LinkedIn Learning access; internal opportunities to ...

Ascension

Financial Analyst

Indianapolis, IN · Hybrid

$65K/yr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

DPDHL

Logistics Planner

Indianapolis, IN · On-site

... 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 41-60

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 Aug 5, 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 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 July 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.

Client Service Associate

Edelman Financial Engines, LLC

Indianapolis, IN • On-site

$50K - $65K/yr

Other

Re-posted 25 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,000 - $65,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.
 
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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