ZipRecruiter

Log In

1

Finance Advisor Assistant Jobs in Indiana (NOW HIRING)

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

First Merchant's Bank

Financial Advisor

Muncie, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

First Merchants Bank

Financial Advisor

Muncie, IN

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

FIRST MERCHANTS

Financial Advisor

Muncie, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

First Merchants Bank

Financial Advisor

Muncie, IN

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... Bachelor's degree in finance, accounting or a related banking field. * Willingness to seek and ...

next page

Showing results 1-20

All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Indiana

Finance Advisor Assistant information

See Indiana salary details

$27.1K

$51.6K

$86.6K

How much do finance advisor assistant jobs pay per year?

As of Jul 31, 2026, the average yearly pay for finance advisor assistant in Indiana is $51,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 per year, depending on experience, location, and employer.

Is it hard to become a FA?

Becoming a Finance Advisor Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring a bachelor's degree in finance, economics, or related fields. Relevant skills include strong communication, organizational abilities, and familiarity with financial software; certifications like the Series 6 or 7 may also be beneficial. The role often involves on-the-job training and can serve as a stepping stone to more advanced financial advisory positions.

What are some typical responsibilities of a Finance Advisor Assistant, and how do they contribute to the success of the advisory team?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a Finance Advisor Assistant, and why are they important?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.

What Does a Finance Advisor Assistant Do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What does a finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational skills to ensure accuracy and efficiency in financial tasks. The role may require basic knowledge of finance principles and attention to detail.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires certifications like the CFP and a focus on investment management, sales, or wealth planning. Income varies widely based on location, firm size, and individual performance.

What are Finance Advisor Assistants?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.
More about Finance Advisor Assistant jobs
What are the most commonly searched types of Finance Advisor jobs in Indiana? The most popular types of Finance Advisor jobs in Indiana are:
What are popular job titles related to Finance Advisor Assistant jobs in Indiana? For Finance Advisor Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Finance Advisor Assistant jobs in Indiana look for? The top searched job categories for Finance Advisor Assistant jobs in Indiana are:
What cities in Indiana are hiring for Finance Advisor Assistant jobs? Cities in Indiana with the most Finance Advisor Assistant job openings:
Finance Advisor Assistant jobs near you

Financial Advisor - Leo, IN

Advisor Talent Solutions

Leo, IN

Full-time

Medical, Life, Retirement

Re-posted 7 days ago

Job description

Financial Advisor
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build a client base
  • Persuasive ability

Minimum Requirements:
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required

Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist the main Advisor with meeting individual and team goals
  • No cold calls; we provide access to the best leads

Salary:
Based on experience
Benefits:
  • Health Insurance Stipend
  • 401k
  • PT0

Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Apply