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Entry Level Financial Planner Jobs in Indiana (NOW HIRING)

Everwise Credit Union

Financial Analyst

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 ...

Everwise Credit Union

Financial Analyst

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 ...

Fastenal Company

Entry-Level Machinist

Indianapolis, IN · On-site

$15.50 - $19/hr

... planning and prioritizing abilities o Learn and perform multiple tasks in a fast paced environment ... As a growth company with a solid financial position, we are committed to training, promoting from ...

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

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 Aug 13, 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 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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.

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 best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $91,998 per year, or $44.2 per hour.

Entry-Level Financial Advisor - Training Provided

Principal

Indianapolis, IN • On-site

$76K/yr

Full-time

Posted 8 days ago

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

89th of 306 rated insurance

Job description

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed.
At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.
What We Offer
- Sponsorship for FINRA Series 7 and Series 66 licensing
- Comprehensive training and onboarding program
- Mentorship from experienced financial professionals
- AI-powered prospecting and client engagement tools
- Opportunity to build and grow your own client base
- Competitive compensation and performance incentives
- Career advancement within a Fortune 500 financial services organizationCompensation:

$76,000 at plan earnings


Responsibilities:
  • Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
  • Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions
  • Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
  • Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
  • Deliver ongoing service and support while building trust and expanding your professional network

Qualifications:
  • Interest in financial planning, wealth management, and helping clients achieve financial goals
  • Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
  • Demonstrated ability to build trust and develop professional relationships
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Strong initiative with a desire to learn, grow, and develop professionally

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

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