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Financial Advisor Jobs in Indiana (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

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 ...

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 under management, and is rapidly growing and expanding. We provide comprehensive, independent ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Crown Point, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Indiana

Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do financial advisor jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

How do Financial Advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients across a range of asset levels, but larger portfolios may qualify for more comprehensive services or lower fees. It is important to consider the advisor's fee structure and the complexity of your financial needs when determining if this amount is appropriate.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing are necessary to provide financial advice legally and ethically.

What Do Financial Advisors Do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Is Raymond James a fiduciary advisor?

Raymond James is a financial services firm that employs both fiduciary and non-fiduciary advisors, depending on the specific role and client relationship. Financial advisors at Raymond James are generally expected to act in their clients' best interests, especially if they are registered as fiduciaries, which requires adherence to a fiduciary standard. It's important for clients and job seekers to verify the specific responsibilities and certifications of individual advisors within the firm.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives tied to performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing advice on investments, retirement planning, insurance, tax strategies, and other financial matters. They assess a client's financial situation, set goals, and develop tailored plans to help achieve those goals. Financial Advisors may also assist with portfolio management, estate planning, and ensuring clients make informed financial decisions to secure their future.
More about Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What are popular job titles related to Financial Advisor jobs in Indiana? For Financial Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Indiana look for? The top searched job categories for Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for Financial Advisor jobs? Cities in Indiana with the most Financial Advisor job openings:
What are popular job titles related to Financial Advisor jobs in IN? For Financial Advisor jobs in IN, the most frequently searched job titles are:
Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Indiana as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,187 per year, or $46.7 per hour.
Financial Advisor

Financial Advisor

SYM Financial Advisors

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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