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Finance Advisory Jobs in Indiana (NOW HIRING)

Embark

BT Advisory Manager - FP&A

Francisco, IN

Our team is dedicated to solving complex problems for finance, accounting, HR, and technology ... What you'll be doing as an Advisory Manager : We are seeking a highly skilled and experienced ...

DuPont

BT Advisory Manager - FP&A

Francisco, IN

Our team is dedicated to solving complex problems for finance, accounting, HR, and technology ... What you'll be doing as an Advisory Manager : We are seeking a highly skilled and experienced ...

Principal

Experienced Financial Advisor

Indianapolis, IN · On-site

$100K/yr

Qualifications • Experience in financial advisory roles, with a focus on personalized client solutions. • Ability to analyze complex financial data and develop strategic investment plans. • ...

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Finance Advisory information

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

To thrive as a Finance Advisor, you need a strong understanding of financial planning, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or CFA. Proficiency with financial modeling software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex information simply distinguish top performers in this role. These skills ensure clients receive tailored advice, build lasting trust, and achieve their financial goals in a competitive market.

What are some common challenges faced by professionals in Finance Advisory, and how can they be managed effectively?

Professionals in Finance Advisory often encounter challenges such as staying updated with ever-changing regulations, balancing multiple client priorities, and communicating complex financial concepts in a clear, actionable way. To manage these effectively, strong organizational skills, ongoing professional development, and proactive communication are essential. Collaborating closely with both clients and internal teams also helps ensure recommendations are tailored, compliant, and actionable, fostering trust and long-term client relationships.

What is finance advisory?

Finance advisory refers to the professional service of offering expert guidance on financial matters to individuals, businesses, or organizations. Advisors help clients manage their finances, plan investments, analyze risks, and make informed decisions to achieve financial goals. This can include services such as budgeting, retirement planning, tax strategies, mergers and acquisitions, and wealth management. Finance advisory professionals often work for consulting firms, banks, or as independent advisors. Their objective is to help clients optimize their financial health and navigate complex financial situations.

What is the difference between Finance Advisory vs Financial Analyst?

AspectFinance AdvisoryFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related fields; certifications like CFA or CPA are commonUsually requires a degree in finance, economics, or accounting; CFA certification is advantageous but not always required
Work EnvironmentAdvisory firms, consulting agencies, or in-house corporate finance teams; client-facing rolesCorporate finance departments, investment firms, or banks; primarily analytical and reporting tasks
Employer & Industry UsageUsed by consulting firms, banks, and corporations for strategic financial planningCommon in investment banking, corporate finance, and asset management

Finance Advisory focuses on providing strategic financial advice to clients, helping them optimize financial decisions. Financial Analysts primarily analyze financial data to support investment and business decisions. While both roles require strong financial knowledge and certifications, their work environments and objectives differ significantly.

What are popular job titles related to Finance Advisory jobs in Indiana? For Finance Advisory jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Finance Advisory jobs in Indiana look for? The top searched job categories for Finance Advisory jobs in Indiana are:
What cities in Indiana are hiring for Finance Advisory jobs? Cities in Indiana with the most Finance Advisory job openings:
Finance Advisory jobs near you
Infographic showing various Finance Advisory job openings in Indiana as of May 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Contract. Highlights an 72% Physical, 19% Hybrid, and 9% Remote job distribution.
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Springs Valley Bank & Trust Company

Jasper, IN

Full-time

Posted 24 days ago

Job description

JOB DESCRIPTION: Financial Advisor

DEPARTMENT: Financial Advisory Group

LOCATION: Jasper, Indiana

CLASSIFICATION: Exempt

REPORTS TO: Financial Advisory Group Manager

SUPERVISES: No supervisory responsibility

JOB SUMMARY: Satisfy client relationships and develop new business.

MAJOR DUTIES & RESPONSIBILITIES:

  • Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
  • Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
  • Work with internal team to effectively coordinate delivery of an exceptional client experience.
  • Build and maintain relationships with prospects and existing clients.
  • Develop and leverage a personal network in the local community.

EDUCATION & EXPERIENCE:

  • Bachelor's degree in finance or related field.
  • Two to five years of experience in investments preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Knowledge of investment securities.
  • Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.

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