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Associate Wealth Manager Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19820 Workplace Type On Site Overview Old National ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

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 ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Indiana

Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate wealth manager in Indiana is $24.18, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $28.37 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Indiana? For Associate Wealth Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Indiana look for? The top searched job categories for Associate Wealth Manager jobs in Indiana are:
What cities in Indiana are hiring for Associate Wealth Manager jobs? Cities in Indiana with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,302 per year, or $24.2 per hour.

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Inc.

Indianapolis, IN • On-site

$27.40 - $39.28/hr

Full-time

Posted 4 days ago

Job description

Your Opportunity
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab Wealth Advisory is Schwab's premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory.
Success in this role is driven by skills rather than a specific career path.
  • Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.
  • Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.
  • Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities.
  • Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.

As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.
What you have
Required Qualifications
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days)
  • Minimum 1 year of financial services experience

Preferred Qualifications
  • Experience in inbound advisor, client, or operational support
  • Experience supporting financial advisors, wealth management teams, or advisor-service workflows
  • Experience with CRM, case management, or workflow platforms such as Salesforce

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Apply