ZipRecruiter

Log In

1

Financial Advising 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 ...

CFS

Financial Advisor w/ SR65

Elkhart, IN · Hybrid

$50K - $60K/yr

Financial Advisor (Series 65 Required) Location: Elkhart, IN (On-Site) Compensation: $50,000 - $60 ... Build trusted relationships with clients and referral sources * Assist with business development ...

next page

Showing results 1-20

All JobsFinancial Advising JobsFinancial Advising Assistant JobsFinancial Advising Assistant Jobs in Indiana

Financial Advising Assistant information

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

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

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.
What are the most commonly searched types of Financial Advising jobs in Indiana? The most popular types of Financial Advising jobs in Indiana are:
What cities in Indiana are hiring for Financial Advising Assistant jobs? Cities in Indiana with the most Financial Advising Assistant job openings:
Financial Advising Assistant jobs near you
Infographic showing various Financial Advising 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 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Student Work-Study: Student Advising Assistant

Ivy Tech

Kokomo, IN • On-site

$15/hr

Part-time

Re-posted 12 days ago

Job description

Federal Work-Study positions are part-time positions hired each semester and are for current Ivy Tech students.
The Student Advising Work-Study plays a critical role in supporting the advising team and enhancing the overall student experience. This position is ideal for students who wish to develop strong administrative, communication, and customer service skills while contributing to the success of their peers. The Student Advising Work-Study will provide clerical and administrative support, assist with scheduling and organizing events, and help students navigate advising processes.
MAJOR RESPONSIBILITIES
Appointment Scheduling & Coordination:
  • Help students schedule appointments with academic advisors, ensuring proper documentation and follow-up.
  • Assist with the coordination of group advising sessions or workshops, including preparing materials, sending reminders, and ensuring student participation.
  • Provide reminders to students regarding upcoming appointments, deadlines, or required actions.

Student Support:
  • Greet students and visitors in a friendly and professional manner, providing excellent customer service.
  • Direct students to appropriate resources or departments for additional academic or student support services.
  • Assist in tracking student progress, helping them understand their degree requirements, and referring them to the appropriate advisor when needed.

Office Organization & Clerical Tasks:
  • Maintain tidy and organized office spaces, ensuring all advising materials are up to date and accessible.
  • Prepare and distribute newsletters, flyers, or event announcements about advising events and services.
  • Assist with data entry and organization of advising-related materials, including academic policies, degree worksheets, and other student resources.

Special Projects & Event Support:
  • Help with the coordination of special projects, such as orientation sessions, advising fairs, or workshops on academic planning, major selection, and transfer processes.
  • Provide support for advising office outreach efforts, including creating promotional materials and managing event logistics.

Starting Salary Range: $15.00 per hour
Classification: Work-Study
General Qualifications:
  • No prior experience is required, though customer service or office support experience is a plus.
  • Strong organizational skills and attention to detail.
  • Excellent interpersonal and communication skills, with a positive and approachable attitude.
  • Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to maintain confidentiality and handle sensitive student information.

Minimum Federal Work Study Qualifications:
  • Must have a high school diploma or equivalent.
  • Student must have completed the current FAFSA on file demonstrating financial need.
  • Maintain a minimum of 1 credit hour or more of enrollment in eligible courses.
  • Maintain an aid-eligible Satisfactory Academic Progress (SAP) status.
  • The student cannot have any incomplete financial aid requirements.

Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College's Title IX Coordinator or to the US Department of Education Office of Civil Rights.

Apply