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Fa Jobs in Indiana (NOW HIRING)

Robert W Baird & Co

Client Specialist

Evansville, IN · On-site

May manage FA and Team's social media presence (website, LinkedIn,X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well asleveragethe platform to manage ...

Baird

Client Specialist

Evansville, IN · On-site

May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to ...

FA Wilhelm Construction

MEP Manager

Indianapolis, IN · On-site

F.A. Wilhelm Construction - MEP Manager Empowering People to Build What Matters - That is our mission and our legacy. Our nearly 100 years of building communities in which we work and play, started ...

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All JobsFa JobsFa Jobs in Indiana

Fa information

See Indiana salary details

$21.4K

$54.8K

$79.5K

How much do fa jobs pay per year?

As of Jul 8, 2026, the average yearly pay for fa in Indiana is $54,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $69,900.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Financial Analysts when working with cross-functional teams?

Financial Analysts often collaborate with departments such as marketing, operations, and IT to gather and interpret data. A common challenge is ensuring that financial insights are communicated clearly to non-financial colleagues, who may not be familiar with complex financial concepts. Building strong working relationships and adapting communication styles to suit different audiences can help bridge this gap. Additionally, aligning on project priorities and timelines requires proactive coordination and flexibility.

What are FA jobs?

FA typically stands for 'Financial Analyst.' Financial Analysts are professionals who evaluate financial data, prepare reports, and help companies or clients make informed investment decisions. They analyze trends, develop forecasts, and provide recommendations based on financial data. FAs commonly work in banks, investment firms, corporations, or government agencies, and require strong analytical and quantitative skills.

What is the difference between Fa vs Guitarist?

AspectFaGuitarist
Required CredentialsMusic theory knowledge, vocal trainingInstrument proficiency, music theory often preferred
Work EnvironmentPerforming on stage, recording studios, rehearsalsLive performances, studio recordings, rehearsals
Industry UsageMusic, entertainment, performance artsMusic, entertainment, bands, solo acts

Fa is a musical note and a vocal part, often used in singing and music theory, while a Guitarist is a musician who plays the guitar. Both roles are integral to music performance but differ in their focus: Fa relates to pitch and vocal training, whereas a Guitarist specializes in guitar playing. Understanding these differences helps in choosing the right career path or collaboration in the music industry.

What are the key skills and qualifications needed to thrive as a Financial Analyst, and why are they important?

To thrive as a Financial Analyst, a solid background in finance, accounting, and data analysis—often supported by a bachelor’s degree in finance or a related field—is essential. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems or Bloomberg Terminal is typically required. Strong analytical thinking, attention to detail, and effective communication skills help analysts interpret data and present actionable insights. These skills enable sound financial decision-making and contribute to the organization's overall financial health.

Client Specialist

Robert W Baird & Co

Evansville, IN • On-site

Full-time

Posted 24 days ago

Job description

About the Role:

As aClientSpecialistat Baird,you'llplay a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.You'llbe at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists!

The ImpactYou'llMake:

  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan ongoing communication/client service plan.

  • Gain knowledge of andleveragepartnershipwith Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answersall incoming phone calls and handles asappropriate.Manages client needs where possible andadvisesFinancial Advisor of action taken.

  • May schedule client appointments and/or conferenceroom forappointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies.

  • May manage FA and Team's social media presence (website, LinkedIn,X, etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well asleveragethe platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client eventsatthe direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactionsrequiredto fully service clientaccountsi.e.paperwork, correspondence, client requestfulfillmentand special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options,annuitiesand other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and thebranchwhen necessary, as well as perform other duties and special projects as necessary.

  • Proactively review investment opportunitieson a daily basis& notifyFinancial Advisor(s) totake actionon those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

WhatYou'llBring to Baird:

  • 2+years of prior industry and/or administrative work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within18 monthsof hire. Training and resources to be provided and paid for by Baird. If not fully licensed,titlewill be Client Assistant.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.

  • Detail oriented with an emphasis on accuracy.

  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goalsin a timely manner.

  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.

  • Good analytical and critical problem-solving skills.

  • Bachelor's degree preferred, notrequired.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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