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Entry Level Financial Planning 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 ...

BAE Systems

Financial Anst I

Fort Wayne, IN · On-site

$46K - $78K/yr

ES Finance is seeking an entry-level Financial Cost Analyst I to join our team of Finance ... Prior experience with Oracle ERP and Hyperion * Prior experience with Capital Management / Fixed ...

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 ...

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 ...

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 ...

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 ...

Fastenal Company

Entry-Level Machinist

Indianapolis, IN

$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 ...

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 ...

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 ...

Sanuk

VAS Warehouse Associate

Mooresville, IN

$18.08 - $20.34/hr

This is an entry level position for those with little to no warehouse experience. We celebrate ... Financial Planning and wellbeing * Time away from work * Extras, discounts and perks * Growth and ...

Deckers Brands

VAS Warehouse Associate

Mooresville, IN

$18.08 - $20.34/hr

This is an entry level position for those with little to no warehouse experience. We celebrate ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

New

Deckers Brands

VAS Warehouse Associate

Mooresville, IN · On-site

$18.08 - $20.34/hr

This is an entry level position for those with little to no warehouse experience. We celebrate ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

Deckers

Returns Warehouse Associate

Mooresville, IN

$18.08 - $20.34/hr

This is an entry level position for those with little to no warehouse experience. We celebrate ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

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

Entry Level Financial Planning information

See Indiana salary details

$33.8K

$57.7K

$99.4K

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

As of Jun 14, 2026, the average yearly pay for entry level financial planning in Indiana is $57,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,200.00 per year, depending on experience, location, and employer.

Is 40 too late to start a career in finance?

Entry level financial planning roles are accessible to individuals of various ages, including those starting later in life. Success often depends on gaining relevant skills, such as financial analysis or client management, and obtaining certifications like the CFP. Age is less a barrier than demonstrating competence and a willingness to learn.

What are some common challenges faced by entry-level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level finance job?

An entry-level financial planning role typically involves assisting clients with budgeting, investments, and financial advice under supervision. Common positions include financial analyst, junior planner, or associate, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience in financial services and client management.

Is 200,000 enough to work with a financial advisor?

For an entry-level financial planning role, a client with $200,000 in assets is generally considered suitable for comprehensive financial advice, including investment management and retirement planning. Financial advisors often tailor their services based on client assets, and this amount allows for a range of planning strategies, especially if the advisor is fee-based or commissions are involved. Skills in financial analysis and certifications like CFP can help advisors serve clients with this asset level effectively.

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 solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

How to be a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on gaining relevant knowledge through courses in finance, economics, or related fields. Obtain certifications such as the Certified Financial Planner (CFP) designation and develop skills in financial analysis and client communication, often starting in support roles or internships to build practical experience.
What are the most commonly searched types of Financial Planning jobs in Indiana? The most popular types of Financial Planning jobs in Indiana are:
What are popular job titles related to Entry Level Financial Planning jobs in Indiana? For Entry Level Financial Planning jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Indiana look for? The top searched job categories for Entry Level Financial Planning jobs in Indiana are:
What cities in Indiana are hiring for Entry Level Financial Planning jobs? Cities in Indiana with the most Entry Level Financial Planning job openings:
Entry Level Financial Planning jobs near you
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Indianapolis, IN • On-site

$76K/yr

Full-time

Retirement

Posted 22 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

87th of 261 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

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