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Associate Wealth Manager 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 ...

Cetera

Tax Manager

Noblesville, IN · Hybrid

$94K - $120K/yr

... wealth team with the goal of creating a more holistic and comprehensive solution for clients ... Ensure tax associates are completing required continuing education, as required, based on ...

New

Cetera Financial Group, Inc.

Tax Manager

Noblesville, IN · On-site

$89K - $124K/yr

... wealth team with the goal of creating a more holistic and comprehensive solution for clients ... Ensure tax associates are completing required continuing education, as required, based on ...

Cetera

Tax Manager

Noblesville, IN · Hybrid

$94K - $120K/yr

... wealth team with the goal of creating a more holistic and comprehensive solution for clients ... Ensure tax associates are completing required continuing education, as required, based on ...

New

Stifel

Client Service Associate - NR

Evansville, IN

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Old National Bank

Middle Office Specialist

Evansville, IN · On-site

$17 - $27.50/hr

This includes completing cases for ClientPoint (Wealth Management online banking), data downloads ... associate feedback, coaching and mentoring. Key Competencies for Position Culture Leadership:

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Indianapolis, IN

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Evansville, IN · On-site

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Evansville, IN · On-site

$13.75 - $19/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Centier

Director of Commercial & Industrial

Carmel, IN · On-site

Our associates are the most valuable asset we have. The collective sum of the individual ... This position also aligns C&I lending with Treasury, Retail, Wealth Management, and Operations to ...

New

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

Associate Wealth Manager information

See Indiana salary details

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$24

$48

How much do associate wealth manager jobs pay per hour?

As of Aug 11, 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.

Investment Associate

Old National Bank

Evansville, IN • On-site

$44K - $84K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 16 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

51st of 171 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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