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Entry Level Financial Consultant Jobs in Indiana

Globe Life

Entry-Level Sales Consultant

Auburn, IN · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Consultant

Elkhart, IN · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Consultant

Muncie, IN · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Consultant

Portage, IN · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Globe Life

Entry-Level Sales Consultant

Marion, IN · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

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All JobsFinancial Consultant JobsEntry Level Financial Consultant JobsEntry Level Financial Consultant Jobs in Indiana

Entry Level Financial Consultant information

See Indiana salary details

$43.3K

$98.8K

$165.6K

How much do entry level financial consultant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level financial consultant in Indiana is $98,845.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $118,900.00 per year, depending on experience, location, and employer.

What is an entry level financial consultant?

An Entry Level Financial Consultant helps clients manage their finances by providing guidance on budgeting, investments, insurance, and financial planning. They typically work for financial firms, insurance companies, or banks and assist in identifying clients’ financial goals. This role involves analyzing financial data, recommending suitable financial products, and maintaining client relationships. Entry-level consultants often receive training and work under senior advisors while gaining experience in the industry. Strong communication, analytical, and sales skills are important for success in this role.

What is the best entry-level financial consultant job?

An entry-level financial consultant job typically involves providing financial advice, analyzing client needs, and developing investment strategies. Common roles include financial analyst or associate positions, often requiring strong communication skills and basic knowledge of financial tools like Excel or financial planning software. Certifications such as the Series 7 or CFP can enhance job prospects.

What are the key skills and qualifications needed to thrive as an entry level financial consultant?

To thrive as an Entry Level Financial Consultant, you need a solid understanding of finance principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial analysis tools, spreadsheets (such as Excel), and occasionally CRM or financial planning software is highly valued, and pursuing certifications like Series 7 or Series 66 can be advantageous. Strong communication skills, attention to detail, and a client-focused attitude are essential soft skills for success. These capabilities enable consultants to accurately assess client needs, provide effective recommendations, and build trust with clients and team members.

What are common career advancement opportunities for entry level financial consultants?

Entry Level Financial Consultants who demonstrate strong performance and client management skills often advance to positions such as Financial Advisor, Senior Consultant, or Portfolio Manager. Many firms provide mentorship and training programs to help new consultants build expertise and work toward professional certifications. As you gain experience, you may also take on roles with greater client responsibility or specialize in areas like wealth management or retirement planning. Advancement typically depends on both results and a commitment to ongoing professional development.

How to become an entry-level financial consultant?

To become an entry-level financial consultant, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as financial analysis, customer service, and proficiency with financial software is important, and obtaining certifications like the Series 7 or Series 66 can enhance job prospects. Entry-level roles often require strong communication skills and a willingness to learn about financial products and regulations.

How to get into entry level financial consulting?

To enter an entry-level financial consulting role, candidates typically need a bachelor's degree in finance, accounting, or a related field. Gaining relevant skills such as financial analysis, Excel proficiency, and understanding of financial software, along with internships or related experience, can improve job prospects. Certifications like the CFA Level I or CFP can also enhance a candidate's qualifications.
What are the most commonly searched types of Financial Consultant jobs in Indiana? The most popular types of Financial Consultant jobs in Indiana are:
What are popular job titles related to Entry Level Financial Consultant jobs in Indiana? For Entry Level Financial Consultant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Consultant jobs in Indiana look for? The top searched job categories for Entry Level Financial Consultant jobs in Indiana are:
What cities in Indiana are hiring for Entry Level Financial Consultant jobs? Cities in Indiana with the most Entry Level Financial Consultant job openings:
Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,845 per year, or $47.5 per hour.

Financial Consultant (Personal Banker Equivalent)

Thrive Credit Union

Anderson, IN

$21/hr

Full-time

Posted 13 days ago

Job description

We're looking for an experienced banking professional who enjoys building relationships, helping members reach financial goals, and making lending decisions that truly impact people's lives.


If you've built your career in banking and enjoy helping people more than simply processing transactions, we'd love to meet you.


At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and create lasting relationships built on trust.

This is not an entry-level position. We're looking for someone with previous banking or credit union experience who is confident opening accounts, identifying member needs, and delivering an exceptional member experience.


What You'll Do

As a Financial Consultant, you'll serve as a trusted resource for our members by:

Building Relationships

  • Welcome members and create an exceptional service experience from the moment they walk through the door.
  • Open new accounts and educate members on products and services that support their financial goals.
  • Ask thoughtful questions to uncover member needs and confidently recommend appropriate financial solutions.
  • Build lasting relationships that encourage members to choose Thrive for all of their financial needs.

Guiding Lending Conversations

  • Interview members and gather information to complete consumer loan applications.
  • Ensure loan applications are accurate, complete, and ready for review by our Loan Officers.
  • Answer questions and help members understand the lending process from application through closing.

Supporting the Branch Team

  • Assist with teller transactions during busy periods and provide accurate, efficient service.
  • Serve members through multiple channels, including in person, by phone, online, and through text messaging.
  • Participate in outbound member outreach to strengthen relationships and identify opportunities to better serve our members.
  • Contribute to individual and branch goals while maintaining a member-first mindset.


What We're Looking For

We're looking for someone who enjoys connecting with people and takes pride in helping others succeed financially.

Our ideal candidate has:

  • Previous experience working in a bank or credit union (required)
  • Experience opening new accounts and discussing financial products with customers or members
  • Strong relationship-building and communication skills
  • The ability to identify member needs and confidently recommend appropriate solutions
  • Excellent attention to detail and organizational skills
  • The ability to thrive in a fast-paced, team-oriented environment
  • Previous consumer lending experience is a plus, but not required


Why Thrive Credit Union?

At Thrive, we believe banking is personal.
Our Financial Consultants have the opportunity to make a real impact by helping members navigate important financial decisions and improve their financial well-being. You'll work alongside a supportive team that values collaboration, exceptional service, and doing what's right for our members.If you're looking for an opportunity where relationships matter, your experience is valued, and your work makes a difference every day, we'd love to hear from you.


Apply