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Entry Level Financial Planner Jobs in Indiana (NOW HIRING)

Principal

Entry-Level Financial Advisor

Indianapolis, IN · On-site

$76K/yr

... planning • Assist in developing personalized financial strategies with guidance from experienced advisors and leadership • Provide thoughtful, client-focused support and recommendations as you ...

Cesna Group

Financial Analyst

Kokomo, IN · On-site

$50K - $100K/yr

Job Summary * 1. Financial Planning and Budgeting: Assist in the development, preparation, and ... This experience may include internships, co-op programs, or entry-level positions in financial ...

Everwise Credit Union

Financial Anaylst

South Bend, IN · On-site

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on ... This role will support the organization's corporate planning including budgeting, modeling, and ...

Nidec Motor

... manufacturing, reporting, FP&A, Costing or Corporate Finance. Support decision-making by ... family results Entry-level professional; follows standard processes and works under close ...

Caliver Beach Mortgage

Loan Officer

South Bend, IN · On-site

... CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes ... Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals ...

Caliver Beach Mortgage

Loan Officer

Darmstadt, IN · Hybrid

... CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes ... Seniority level Seniority level Entry level Employment type Employment type Full-time Job function ...

InsuraTec

Sales Representative (Remote)

Brownsburg, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Fishers, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Shelbyville, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Muncie, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Greensburg, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Columbus, IN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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Entry Level Financial Planner information

See Indiana salary details

$48.1K

$92K

$132.7K

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

As of May 29, 2026, the average yearly pay for entry level financial planner in Indiana is $91,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,100.00 per year, depending on experience, location, and employer.

What Does an Entry Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Indiana? The most popular types of Financial Planner jobs in Indiana are:
What are popular job titles related to Entry Level Financial Planner jobs in Indiana? For Entry Level Financial Planner jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Indiana look for? The top searched job categories for Entry Level Financial Planner jobs in Indiana are:
What cities in Indiana are hiring for Entry Level Financial Planner jobs? Cities in Indiana with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Indiana as of May 2026, with employment types broken down into 94% Full Time, 3% Part Time, and 3% Contract. Highlights an 92% Physical, and 8% Remote job distribution, with an average salary of $91,998 per year, or $44.2 per hour.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Indianapolis, IN • On-site

$76K/yr

Full-time

Retirement

Posted 6 days ago

Principal Financial Group rating

8.5

Company rating: 8.5 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

88th of 259 rated insurance

Job description

Description
Are you ready to start building a financial practice-without needing prior experience?
Today's technology-powered by AI-handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes.
At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management-all while learning how to apply them in real-world situations. In this role, you'll leverage Principal's platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.
What You'll Do:
  • Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach-eliminating the guesswork of where to start
  • Begin building and growing your own client base within the small and mid-sized business market
  • Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients
  • Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching

Responsibilities
• Participate in training and development programs while building the skills needed to become a successful Financial Advisor
• Learn how to identify and connect with prospective clients to begin building your network and client base
• Gather and understand basic financial information to help support client conversations and planning
• Assist in developing personalized financial strategies with guidance from experienced advisors and leadership
• Provide thoughtful, client-focused support and recommendations as you grow into a trusted financial resource
Qualifications
• Requires a Bachelor's degree in business administration, finance, or other work/sales related experience
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations

What Principal Financial Group employees say

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