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Associate Financial Services Jobs in Indiana (NOW HIRING)

KeyBank

Financial Wellness Associate

South Bend, IN · On-site

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

Keybank

Financial Wellness Associate

South Bend, IN · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Indiana

Associate Financial Services information

See Indiana salary details

$13

$30

$64

How much do associate financial services jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial services in Indiana is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Indiana?

The most popular types of Financial Services jobs in Indiana are:

What cities in Indiana are hiring for Associate Financial Services jobs?

Cities in Indiana with the most Associate Financial Services job openings:

Associate Financial Services jobs near you

Associate Financial Representative

Northwestern Mutual

Mishawaka, IN • On-site

$20/hr

Other

Posted 3 days ago

New

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance

Job description


Associate Financial Representative (Part-Time)


Position Summary

The Associate Financial Representative plays a key role in delivering an exceptional client experience by providing administrative, operational, and client service support to the practice. This position helps maintain an efficient and organized office environment, allowing Justin Ashkenis to focus on client relationships and financial planning.


The Associate Financial Representative serves as a liaison between clients, the home office, and support teams while ensuring timely communication, accurate processing of requests, and outstanding service. This is a part-time, in-office position ideal for someone who is organized, detail-oriented, professional, and interested in the financial services industry.


Key Responsibilities

Client Service & Administrative Support

  • Manage client files, correspondence, and case notes.
  • Maintain client records and ensure information is accurate and up to date.
  • Schedule appointments, manage calendars, and coordinate follow-up meetings.
  • Answer and direct phone calls and respond to client inquiries promptly.
  • Prepare meeting materials, proposals, and reports for client appointments.
  • Process forms, service requests, and documentation requiring client signatures.
  • Communicate with clients regarding outstanding requirements and follow-up items.
  • Coordinate marketing events, seminars, mailings, and client outreach activities.
  • Maintain office supplies, marketing materials, and administrative records.


Insurance & Investment Support

  • Review applications, policy changes, and service forms for completeness and accuracy.
  • Coordinate underwriting requirements, including medical and paramedical exams.
  • Monitor case status and assist with resolving outstanding requirements.
  • Process client service requests, including address changes, banking updates, and policy inquiries.
  • Assist with investment and annuity paperwork as directed.
  • Gather and organize information for client meetings and financial planning discussions.
  • Work with Northwestern Mutual, NMIS, and other partners to resolve client service issues.
  • Provide account and policy information to clients as directed by the advisor.



Qualifications

  • Previous experience in administrative support, customer service, or a related professional office environment preferred.
  • Experience in financial services, insurance, banking, or healthcare administration is a plus.
  • Health and Life Insurance License preferred, or willingness to obtain within three (3) months of employment.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office (Outlook, Word, Excel).
  • Excellent organizational, time management, and multitasking abilities.
  • High attention to detail and accuracy.
  • Ability to work independently and collaboratively in a team environment.
  • Professional demeanor and commitment to confidentiality and client service.
  • Desire to learn and grow within the financial services industry.


What We Offer

  • $20.00 per hour
  • Part-time schedule (20 hours per week)
  • Professional in-office work environment in Mishawaka, Indiana
  • Training and development opportunities
  • Valuable experience in financial planning, insurance, and wealth management
  • Supportive and team-oriented culture



What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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