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Associate Rbc Wealth Management Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio ...

Blue Trust Inc

Associate Advisor

Indianapolis, IN · On-site

... wealth management and trust services to more than 11,000 clients in all 50 states. Description The ... Associate Advisor supports advisor(s) in serving client relationships with excellence by providing ...

Benco Dental

Warehouse Associate (IN)

Fort Wayne, IN · On-site

$19/hr

Warehouse Associate (IN) Location: Fort Wayne, IN Business Unit: Distribution START YOUR ... management, wealth management and dental-specific technology solutions. These services are ...

Benco Dental

Warehouse Associate (IN)

Fort Wayne, IN · On-site

$19/hr

Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... management, wealth management and dental-specific technology solutions. These services are ...

Focus Partners Wealth

Tax Associate

Evansville, IN · On-site

$55K - $74K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Indianapolis, IN · On-site

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

South Bend, IN · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Gary, IN · On-site

$58K - $77K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Hammond, IN · On-site

$55K - $74K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Terre Haute, IN · On-site

$55K - $74K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

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All JobsAssociate Rbc Wealth Management JobsAssociate Rbc Wealth Management Jobs in Indiana

Associate Rbc Wealth Management information

See Indiana salary details

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How much do associate rbc wealth management jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for associate rbc wealth management in Indiana is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Associate Rbc Wealth Management vs Financial Advisor?

AspectAssociate Rbc Wealth ManagementFinancial Advisor
CertificationsTypically requires FINRA licenses (e.g., Series 7, 66) and possibly CFPOften holds CFP, Series 7, 66, or other financial planning certifications
Work EnvironmentSupports senior advisors, works in banking or financial services firmsDirectly interacts with clients, provides financial planning and investment advice
Employer & Industry UsageCommonly employed by banks, wealth management firms, and financial institutionsEmployed by banks, independent firms, or as self-employed financial planners

The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

What are the most commonly searched types of Rbc Wealth Management jobs in Indiana? The most popular types of Rbc Wealth Management jobs in Indiana are:
What cities in Indiana are hiring for Associate Rbc Wealth Management jobs? Cities in Indiana with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you
Investment Associate

Investment Associate

Old National Bank

Evansville, IN • On-site

$44K - $84K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 14 hours ago

Old National Bank rating

8.0

Company rating: 8.0 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

55th of 142 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives and setting the right asset allocation.
They will assist with modeled strategies that require analytical and strong decision-making skills. Assist with managing risk across the book of business.
Salary Range
The salary range for this position is $44,700/yr. - $84,500/yr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Management of investment portfolios:
  • Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Assist in ensuring assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Assist in transitioning non-compliant portfolios to approved strategies.
  • Assist in managing account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Assist in completing all special requests on assigned accounts to maintain cash needs based on client requests.
  • Assist in creating performance books for presentation to clients
  • Assist in analyzing model strategies and updating the strategies to the relevant asset allocation
  • Assist in tracking the volume of modeled investment strategies and performance
  • Assist in performing annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations.

Relationship management and development:
  • Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.
  • Prepares and presents detailed investment information that PMs will share with clients.

Team participation:
  • May provide investments thoughts to PMs and investment associates.
  • May participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Key Competencies for Position
  • Technical Knowledge
  • Critical Thinking and Decision Making
  • Communicating with Impact - Special projects and presentations as assigned.

Qualifications and Education Requirements
  • Bachelor's degree preferred; 1-3 years' experience working with portfolio managers
  • Strong administrative/organizational skills
  • Strong verbal and written communication skills
  • Ability to work with little oversight

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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