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Certified Financial Planner Jobs in Indiana (NOW HIRING)

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

As a Financial Planner, you will play a key role in providing comprehensive financial planning ... CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

As a Financial Planner, you will play a key role in providing comprehensive financial planning ... CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP ...

KeyBank

$23/hr

Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor. Skills * Analytical Skills: Ability to analyze financial data and client ...

Keybank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

Certified Financial Planner (CFP) (required) Skills * Expertise in goals-based planning process, including discovery, plan development and delivery. * Ability to coach advisors on both technical and ...

Keybank

Key Private Bank Wealth Planner

Indianapolis, IN · On-site

$96K - $181K/yr

Certified Financial Planner (CFP) (required) Skills * Expertise in goals-based planning process, including discovery, plan development and delivery. * Ability to coach advisors on both technical and ...

KeyBank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

Certified Financial Planner (CFP) (required) Skills * Expertise in goals-based planning process, including discovery, plan development and delivery. * Ability to coach advisors on both technical and ...

KeyCorp

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96 - $181/hr

Certified Financial Planner (CFP) (required)**Skills*** Expertise in goals-based planning process, including discovery, plan development and delivery.* Ability to coach advisors on both technical and ...

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All JobsCertified Financial Planner JobsCertified Financial Planner Jobs in Indiana

Certified Financial Planner information

See Indiana salary details

$58K

$97K

$134.2K

How much do certified financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for certified financial planner in Indiana is $97,002.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $109,000.00 per year, depending on experience, location, and employer.

What is a certified financial planner?

A Certified Financial Planner (CFP) is a professional who has met rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. CFPs help individuals and businesses develop comprehensive financial plans, including investment, retirement, tax, estate, and insurance planning. They are held to a fiduciary standard, meaning they are obligated to act in their clients' best interests. Earning the CFP designation demonstrates expertise and a commitment to ongoing professional development.

What does a certified financial planner do?

A certified financial planner (CFP) recommends different short- and long-term investment opportunities to a client based on their current income, budgetary constraints, future earnings potential, retirement plans, financial goals, and numerous other factors. As a CFP, you take the information from the client and analyze it to determine which types of investment strategies can help them achieve their goal. These strategies may include investing in property, a retirement plan, purchasing stocks, or investing in mutual funds. You then give advice to your client and recommend other finance experts who can help carry out the advice.

What skills and qualifications are needed to thrive as a certified financial planner?

To thrive as a Certified Financial Planner, you need expertise in financial planning, investment strategies, and tax regulations, supported by a bachelor's degree and CFP certification. Familiarity with financial planning software, portfolio management tools, and CRM systems is commonly required. Strong interpersonal skills, ethical judgment, and clear communication help build client trust and tailor financial advice. These skills are crucial for delivering effective financial solutions and maintaining long-term client relationships in a highly regulated industry.

What are some typical challenges a certified financial planner faces when building and maintaining client relationships?

Certified Financial Planners often encounter challenges such as building trust with new clients, managing diverse financial goals, and communicating complex financial concepts in an understandable way. Additionally, they must stay updated on changing regulations and market conditions to provide relevant advice. Maintaining strong, ongoing relationships requires regular check-ins, proactive planning for life changes, and being responsive to clients’ evolving needs, all of which are essential for client retention and satisfaction.

What is the difference between Certified Financial Planner vs Financial Advisor?

AspectCertified Financial PlannerFinancial Advisor
CertificationsCFP certification requiredNo specific certification required
Work EnvironmentFinancial planning firms, independent practiceBanks, investment firms, independent
Services ProvidedComprehensive financial planning, estate, retirementInvestment advice, asset management, financial products
RegulationRegulated by CFP Board, fiduciary dutyVaries; often regulated but not always fiduciary

While both Certified Financial Planners and Financial Advisors assist clients with financial goals, CFPs have specialized certification and adhere to fiduciary standards, offering comprehensive planning. Financial Advisors may provide similar services but without the mandatory certification or fiduciary obligation.

Is a Certified Financial Planner a good career?

A Certified Financial Planner (CFP) is a respected profession in financial planning, requiring certification, strong analytical skills, and client communication. It offers opportunities for career growth, a flexible schedule, and the potential for high earning potential, especially with experience and specialization. However, it also involves ongoing education and regulatory compliance.
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Certified Financial Planner jobs near you
Infographic showing various Certified Financial Planner job openings in Indiana as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $97,002 per year, or $46.6 per hour.

Financial Planner

Waverly Advisors, LLC

Lafayette, IN • On-site

$73K - $98K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add a Financial Planner to our team in our Lafayette, IN office. The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.
Financial Planner Responsibilities:
  • Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
  • Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
  • Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
  • Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
  • Build and maintain strong client relationships through regular communication and proactive support.
  • Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
  • Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Travel:
  • Occasional travel to meet with clients may occur.

Required Qualifications and Skills:
  • Bachelor's degree.
  • 1-3 years of experience in a financial planning role.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • High level of professionalism and integrity.
  • Outstanding attention to detail, organizational skills, and problem-solving abilities.
  • Ability to analyze large amounts of financial data and comply with regulations.
  • Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
  • Ability to empathize and a strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:
  • One to five years' experience in the financial services industry.
  • Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Emoney experience strongly preferred.
  • CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification.
  • Experience with Salesforce.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times
  • Must be able to access and navigate each department at the organization's facilities

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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