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Financial Adviser 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 ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

First Merchants Bank

Financial Advisor

Muncie, IN · On-site

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

First Merchant's Bank

Financial Advisor

Muncie, IN · On-site

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

FIRST MERCHANTS

Financial Advisor

Muncie, IN

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

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Financial Adviser Assistant information

What is a financial adviser assistant?

Financial Adviser Assistants are professionals who support financial advisers in managing client accounts, preparing financial documents, and handling administrative tasks. They often serve as the first point of contact for clients, help schedule meetings, and ensure all paperwork complies with regulations. Their role allows advisers to focus more on client relationships and developing financial strategies. Financial Adviser Assistants need strong organizational skills, attention to detail, and knowledge of financial products and services.

What are the key skills and qualifications needed to thrive as a financial adviser assistant?

To thrive as a Financial Adviser Assistant, you need strong organizational skills, attention to detail, and foundational knowledge of finance or business, often supported by an associate’s degree or relevant coursework. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically expected, and certifications like FINRA Series 6 or 7 can be advantageous. Exceptional communication, discretion, and a client-focused mindset help distinguish top performers in this role. These skills are crucial for ensuring accurate support to advisers, maintaining client trust, and facilitating seamless financial operations.

What are some common challenges financial adviser assistants face when supporting multiple advisers?

Financial Adviser Assistants often juggle responsibilities for several advisers, which can present challenges in prioritizing tasks, managing conflicting schedules, and maintaining attention to detail across various client accounts. Effective communication and strong organizational skills are essential to ensure deadlines are met and adviser needs are efficiently addressed. Many assistants use digital tools and workflow management systems to stay organized and proactively anticipate advisers' needs, which helps streamline daily operations and supports a collaborative team environment.

How to become a licensed financial adviser assistant?

To become a licensed financial adviser assistant, candidates typically need a high school diploma or equivalent, and some roles may require passing licensing exams such as the Series 6 or Series 7 administered by the Financial Industry Regulatory Authority (FINRA). Gaining knowledge of financial products, strong communication skills, and familiarity with financial planning software are also important. Licensing requirements vary by state and employer, so checking specific regulations is recommended.

What are the most commonly searched types of Financial Adviser jobs in Indiana?

The most popular types of Financial Adviser jobs in Indiana are:

What cities in Indiana are hiring for Financial Adviser Assistant jobs?

Cities in Indiana with the most Financial Adviser Assistant job openings:

Financial Adviser Assistant jobs near you
Infographic showing various Financial Adviser Assistant 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.

Financial Advisor

Fort Wayne, IN • On-site

SYM Financial Advisors
Finance and Insurance • 51 - 200 employees
Learn more about SYM Financial Advisorsexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Job Type
Full-time
Description
Are you passionate about making a difference in people's lives while thriving in a team-centric environment?
Who is SYM?
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients.
In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.
To learn more about our company, visit this link: SYM Financial. Who We Are.
What does this role entail?
Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:
  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence

Requirements
What are we looking for?
Must Haves:
  • You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you?
Pay / benefits are competitive based on industry standards.
  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
  • 401(k); 6% Match
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • Tuition / Certification Assistance Program
  • A defined career framework to help you successfully manage your career goals

Apply