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

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$70K - $150K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

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All JobsFinancial Advisors JobsFinancial Advisors Jobs in Indiana

Financial Advisors information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do financial advisors jobs pay per year?

As of Aug 2, 2026, the average yearly pay for financial advisors 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.

What are the key skills and qualifications needed to thrive in the Financial Advisors position, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial planning principles, and at least a bachelor's degree in finance, business, or a related field, often complemented by licensure such as Series 7 or certifications like CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and effective communication are highly valued soft skills in this role. These skills are critical for building client relationships, providing sound financial advice, and achieving client financial objectives.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing guidance on investments, retirement planning, tax strategies, and other financial goals. They assess clients' financial situations, develop customized plans, and recommend strategies to build and protect wealth. Advisors may also monitor financial markets and adjust plans accordingly. Their goal is to help clients make informed decisions to achieve financial security.

What are the typical career advancement opportunities for Financial Advisors?

Financial Advisors can advance their careers in several ways, including moving into senior advisory roles, specializing in areas such as wealth management or retirement planning, or taking on managerial positions within their firm. Many advisors also work towards obtaining advanced certifications like the CFP or CFA, which can open doors to higher-level roles and increase credibility with clients. With experience, some Financial Advisors transition to independent practice or become partners at their firms. Career progression is often tied to client retention, results, and the ability to build a robust client base.

What are the most commonly searched types of Financial Advisors jobs in Indiana? The most popular types of Financial Advisors jobs in Indiana are:
What are popular job titles related to Financial Advisors jobs in Indiana? For Financial Advisors jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Advisors jobs in Indiana look for? The top searched job categories for Financial Advisors jobs in Indiana are:
What cities in Indiana are hiring for Financial Advisors jobs? Cities in Indiana with the most Financial Advisors job openings:
Financial Advisors jobs near you
Infographic showing various Financial Advisors job openings in Indiana as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 4% Contract, and 1% Nights. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Financial Advisor

SYM Financial Advisors

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 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