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Associate Wealth Manager Jobs in Fishers, IN (NOW HIRING)

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 ...

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 ...

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 ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Fishers, IN

Associate Wealth Manager information

See Fishers, IN salary details

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How much do associate wealth manager jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for associate wealth manager in Fishers, IN is $23.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.88 per hour, depending on experience, location, and employer.

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 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 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 with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What are popular job titles related to Associate Wealth Manager jobs in Fishers, IN?

For Associate Wealth Manager jobs in Fishers, IN, the most frequently searched job titles are:

What job categories do people searching Associate Wealth Manager jobs in Fishers, IN look for?

The top searched job categories for Associate Wealth Manager jobs in Fishers, IN are:

What cities near Fishers, IN are hiring for Associate Wealth Manager jobs?

Cities near Fishers, IN with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you

Wealth Planner | New College Graduate 2027

Ceritypartners

Indianapolis, IN

$51K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

It was great meeting you on campus!

As mentioned,CerityPartners isa Barron'stop 100 RIA firm and one of the fastest growing in the nation, andwe'reactively seeking passionate students to join our collaborative community of financial professionals. Whetheryou'reinterested in financial planning, investment management, tax advisory, or operational excellence,you'llfind opportunities to grow alongside experienced professionals who value integrity, innovation, and service to others.

We have new college graduate opportunities for Summer 2027 available across many of ourUSoffices. Join our talent community to be considered!

Below is a sample job description for our Wealth Planner role - one of the paths available to new college graduates joining us in 2027. This role will be available in the following office locations:

Albany, NY,Austin, TX,Baltimore, MD,Houston, TX,Indianapolis, IN,Louisville, KY,New York City, NY, San Francisco, CA,San Jose, CA, andSanta Barbara, CA

Job Description:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will alsoassistwith client meetings and present findings and recommendations.

We are excited to invite you to join us as part of the team and join our 4th annualCerityPartners University class.

What isCerityPartners University?

CerityPartners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on theCerityPartners Way, and prepare you to test for the Series 65.Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!

Primary Responsibilities

  • Assistadvisory team with onboarding of new clients: customize our standard contract with new client information, obtain allappropriate formsfrom custodian, and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.

  • Proactively interact with clients andassistin creatingan outstandingclient experience.

  • Schedule client meetings.

  • Receive client calls and resolve questions/issues as needed.

  • Analyze and input client data into financial planning software.

  • Assistwith thetimelycompletion and submission of allclientrelated transaction requests.

  • Preparing forms and reports for client meetings.

  • Conduct independent research and build financial plans for prospective clients.

  • Develop client recommendations withassistancefrom the Wealth Advisor.

  • Assistin building comprehensive financial plans.

  • Organize andmaintainthe CRM system (Salesforce),utilizefinancial planning software (eMoney).

  • Ongoing maintenance and quality control of CRM.

  • Other duties as assigned

Required Qualifications:

  • Bachelor's degree

  • Series 65 (to be obtained within three months of hire date)

  • 0-2+ years financial planning, estateplanningand/or tax planning/ preparation experience

Preferred Qualifications:

  • Pursuing or hasattaineda CFP

Skills and Competencies:

  • Ability to talk to clients independently

  • Ability to train and mentor Client Service Associates

  • Ability to develop wealth planning and investment recommendations and present to clients when applicable

  • Working knowledge of e-Money, Salesforce a strong plus.

  • Exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervision required.

  • Must accept and thrive in a fast-paced, changing environment.

  • Ability to build andmaintainrelationships with potential and current clients.

  • Tenacious about doing what is right for the client - always.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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