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Finance Advisor Assistant Jobs in Indiana (NOW HIRING)

Elite Companies, Inc.

Be Seen First

Finance Manager

Haubstadt, IN · On-site

$70K - $80K/yr

... advisors. Essential Responsibilities Financial Reporting and Accounting * Oversee the company ... Department Leadership and Internal Controls * Assist with assigning responsibilities, establish ...

Ivy Tech

Part-time Academic Gap Advisor

Lafayette, IN · On-site

$40K - $49K/yr

Use student data and reports to assist in implementing proactive advising strategies. Refer students to appropriate college services such as tutoring, counseling, financial aid, and career planning.

Ivy Tech

Part-time Academic Gap Advisor

Lafayette, IN · On-site

$40K - $49K/yr

... to assist in implementing proactive advising strategies. • Refer students to appropriate college services such as tutoring, counseling, financial aid, and career planning. • Maintain compliance ...

Ivy Tech

Academic Advisor - Health Science

Valparaiso, IN · On-site

$42K - $45K/yr

... financial assistance programs * Manage academic advising case load in a manner that promotes retention, persistence, and student success through proactive interactions and interventions * Assist ...

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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 Aug 21, 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.

What is a finance advisor assistant?

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 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 are the typical responsibilities of a finance advisor assistant?

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?

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.
More about Finance Advisor Assistant jobs

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Finance Advisor Assistant jobs near you

Client Service Administrator - Maar Financial Group

Thrivent Financial

Valparaiso, IN • On-site

$46K - $58K/yr

Full-time

Medical, Retirement

Re-posted 12 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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