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Associate Financial Services Jobs in Indiana (NOW HIRING)

OneAmerica

Licensing Associate

Indianapolis, IN · Hybrid

The Licensing Associate plays an important role maintaining standards for our producers in the ... To learn more about our products, services, and the companies of OneAmerica Financial, visit ...

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Associate Financial Services information

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$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

Financial Services Internal Wholesaler

Zentech Consulting

Carmel, IN • On-site

Full-time

Re-posted 28 days ago

Job description

Company Description

Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.

Job Description

As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.

Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory

Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)

Exhibit deep knowledge of investments and investment concepts

Deliver effective presentations to promote the Company

Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.

Qualifications

Bachelor's degree preferred

FINRA 6, 63, 65 required for this position

o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire

o MUST pass the FINRA licensing exam for the 65 within 3 attempts

2+ years of direct sales experience

Clear and concise communication with an expertise in adapting to different audiences

Ability to articulate specific sales strategy and process

Well-organized with acute attention to detail

Additional Information

All your information will be kept confidential according to EEO guidelines.

ZenTech Consulting logo

About ZenTech Consulting

Sourced by ZipRecruiter

Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Tampa, FL, US

Year founded

2011

Social media

Facebook

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