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Entry Level Financial Planner Jobs in Indiana (NOW HIRING)

CFS

Finance

Fort Wayne, IN · Remote

Entry Level Financial Analyst (Contract) - 100% Remote $55,000 - $57,000 Make an impact from ... Process daily revenue journal entries from a third-party system into the ERP. * Investigate ...

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 ...

Aston Carter

Financial Analyst

Fort Wayne, IN · On-site

$30.92 - $36.18/hr

... planning cyclesContribute to process improvements and reporting tools Additional Skills ... Entry Level Job Type & Location This is a Contract to Hire position based out of Fort Wayne, IN.

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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 Jul 20, 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.

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 does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

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.
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
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Indianapolis, IN

$76K/yr

Full-time

Posted 29 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

82nd of 281 rated insurance

Job 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
Compensation:

$76,000 at plan earnings


Responsibilities:
  • Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
  • Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
  • Complete a structured training program focused on financial planning, business development, and client relationship management
  • Identify and connect with prospective clients using AI-powered technology, networking, and community engagement
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients

Qualifications:
  • Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred
  • Self-motivated with a strong desire to learn and grow
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Interest in financial planning, wealth management, and helping clients achieve long-term financial success
  • Strong communication and interpersonal skills
  • Demonstrated ability to build trust and develop professional relationships

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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Benefits

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