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Fee Only Financial Planning Jobs in Indiana (NOW HIRING)

Allison Transmission

Senior Financial Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Develop and enhance forecasting models, partnering with FP&A leadership to improve accuracy and ... Please note that Allison Transmission will make an offer of employment only to individuals who have ...

Allison Transmission

Senior Financial Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Develop and enhance forecasting models, partnering with FP&A leadership to improve accuracy and ... Please note that Allison Transmission will make an offer of employment only to individuals who have ...

Aep

Director Financial Operations

Fort Wayne, IN · On-site

$160K - $208K/yr

Financial Planning & Analysis * Lead business unit-level financial planning and management ... Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary ...

Harris

$50K - $55K/yr

... financial planning, with a focus on transactions related to the full order-to-cash cycle, the ... Only successful candidates will be contacted*. Harris is committed to an equal opportunity ...

New

Ivy Tech

Director of Financial Aid

Terre Haute, IN · On-site

$60K - $68K/yr

... consultations, financial planning consultations, and other resources * Wellness program with ... Fee remission for employees, spouses, and dependent children * Tuition assistance for undergraduate ...

Ivy Tech

Director of Financial Aid

Terre Haute, IN

$60K - $68K/yr

... consultations, financial planning consultations, and other resources * Wellness program with ... Fee remission for employees, spouses, and dependent children * Tuition assistance for undergraduate ...

Ascension

Senior Financial Analyst

Indianapolis, IN · On-site

$79K/yr

Financial security & retirement: employer-matched 403(b), planning and hardship resources ... only be extended to candidates who have completed a job application through our authorized ...

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Fee Only Financial Planning information

What is fee-only financial planning?

Fee-only financial planning is a type of financial advisory service where the planner is compensated solely by the client and does not receive commissions or incentives from selling financial products. This approach helps eliminate potential conflicts of interest, ensuring advice is focused on the client's best interests. Fee-only planners typically charge hourly rates, flat fees, or a percentage of assets under management. They provide comprehensive financial guidance, including retirement, investment, tax, and estate planning.

How does a fee-only financial planner collaborate with clients and other professionals to develop comprehensive financial plans?

Fee-only financial planners work closely with clients to understand their unique financial goals, gathering detailed information about income, expenses, investments, and risk tolerance. They often collaborate with other professionals, such as tax advisors, estate attorneys, and insurance agents, to ensure all aspects of a client’s financial life are addressed. Regular meetings and clear communication are essential, as planners must update plans in response to life changes or market conditions. Building trust and maintaining transparency about fees and recommendations are key to long-term client relationships.

What are the key skills and qualifications needed to thrive as a fee-only financial planner, and why are they important?

To thrive as a Fee Only Financial Planner, you need a deep understanding of personal finance, investment strategies, and regulatory requirements, often supported by a CFP (Certified Financial Planner) certification or similar credentials. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required. Exceptional interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly set top professionals apart. These skills are crucial to building trust, delivering objective advice, and helping clients achieve their financial goals without conflicts of interest.

What is the difference between Fee Only Financial Planning vs Certified Financial Planner (CFP)?

AspectFee Only Financial PlanningCertified Financial Planner (CFP)
CredentialsTypically no specific certification requiredMust hold CFP certification
Work EnvironmentIndependent advisors, online platforms, or firmsFinancial planning firms, advisory practices
Industry UsageUsed broadly for fee-based planning servicesProfessional designation for credentialed planners
Search/Comparison IntentUnderstanding fee structures and servicesVerifying professional credentials and expertise

Fee Only Financial Planning refers to a payment model where advisors charge clients directly for their services without commissions. Certified Financial Planner (CFP) is a professional designation indicating a high level of expertise and adherence to ethical standards. While many Fee Only Financial Planners are CFPs, not all are, and the designation emphasizes credentials, whereas fee-only describes the payment structure.

What are popular job titles related to Fee Only Financial Planning jobs in Indiana?

For Fee Only Financial Planning jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Planning jobs in Indiana look for?

The top searched job categories for Fee Only Financial Planning jobs in Indiana are:

Fee Only Financial Planning jobs near you
Infographic showing various Fee Only Financial Planning 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 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Senior Financial Analyst

Allison Transmission

Indianapolis, IN • On-site

$81K - $101K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Allison Transmission rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

22nd of 494 rated machine equipment manufacturers

Job description

JOIN THE TEAM THAT'S POWERING PROGRESS
Building cities. Driving commerce. Fueling Progress. For over 100 years, Allison has powered the vehicles and technology that move our world forward.
What powers us? Our employees. From the first person hired by James Allison in 1915 to the thousands across the globe who work for Allison today, we're driving progress everywhere because we employ top talent worldwide. In both the Allison Transmission and Allison Off-Highway Drive and Motion Systems business units, our team strives to Improve the Way the World Works.
Learn more about this role and how you can begin driving your career forward!
Benefits:
The below list features some of the benefits currently available. Eligibility may be subject to the terms and conditions of governing documents and available benefits may be subject to change at the company's discretion.
  • Choice of medical plans with prescription coverage
  • Employer HSA contribution
  • Dental & Vision Insurance
  • Paid Parental Leave
  • Short & Long-Term Disability
  • Other voluntary benefits including: Critical Illness, Hospital Indemnity, Identity Theft Protection and Pet Insurance
  • 401K with generous Company match & contribution
  • Accrued Paid Time Off
  • 12 Paid Holidays + 1 Floating Holiday
  • Robust employee wellness program
  • Tuition assistance program

Job Description:
Responsibilities:
  • Lead financial analysis, modeling, and reporting to support strategic decision-making.
  • Own monthly, quarterly, and annual performance reporting, including variance analysis and actionable insights.
  • Develop and enhance forecasting models, partnering with FP&A leadership to improve accuracy and transparency.
  • Analyze key drivers of revenue, expenses, profitability, and cash flow to identify trends and risks.
  • Support budgeting processes by coordinating inputs, validating assumptions, and ensuring alignment with corporate strategy.
  • Prepare executive-ready presentations and dashboards that communicate financial performance clearly and succinctly.
  • Collaborate cross-functionally with Accounting, Operations, and senior leadership to ensure financial data integrity and alignment.
  • Drive continuous improvement through automation, process optimization, and enhancement of analytical tools.
  • Evaluate business cases, investment opportunities, and scenario analyses to support strategic initiatives.
  • Provide guidance and mentorship to junior analysts to strengthen overall team capability.
  • Perform some administrative functions for the SAP Business Planning and Consolidation, BPC, financial planning system.
  • Build and maintain desk procedures.
  • Special Projects and ad-hoc analysis as assigned.

Education requirement:
Bachelor's degree in accounting, Finance or Economics required
Knowledge, skills, and abilities:
  • 5 years in accounting or FP&A function.
  • Highly proficient personal digital literacy, Proficient in SAP and MS Office (specifically Excel) and technology driven. Experience with SAP Business, Planning and Consolidation a plus.
  • Understanding in the areas of US GAAP, Cost Accounting and Manufacturing finance a plus.
  • Ability to plan, implement, and administer financial information and control systems.
  • Demonstrates problem solving and analytical abilities on complex topics.
  • Strong social skills and proven commitment to teamwork.
  • Strong oral and written communication skills.
  • Demonstrates ability to prioritize assignments/projects and multi-task within restricted time restraints.

Allison Transmission is an equal opportunity employer. We have opportunities for all qualified applicants regardless of age, race, color, sex, religion, creed, national origin, disability, sexual orientation, gender identity/expression or veteran status.
If you are an individual with a disability or a disabled veteran requiring assistance and/or reasonable accommodations reviewing any of the careers information, please contact us at 317-242-5000.
Please note that Allison Transmission will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Allison Transmission will not solicit money or banking information from applicants.
Allison Transmission is an equal opportunity employer. We have opportunities for all qualified applicants regardless of age, race, color, sex, religion, creed, national origin, disability, sexual orientation, gender identity/expression or veteran status.
If you are an individual with a disability or a disabled veteran requiring assistance and/or reasonable accommodations reviewing any of the careers information, please contact us at Ask4Max@allisontransmission.com.
Please note that Allison Transmission will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Allison Transmission will not solicit money or banking information from applicants.

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