WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Plainfield, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Plainfield, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Assistant Director Financial Well-Being City: West Lafayette Job Summary Reporting to the Director of Well-Being Programs, the Assistant Director for Financial Well-Being works to develop, oversee ...
Assistant Director Financial Well-Being City: West Lafayette Job Summary Reporting to the Director of Well-Being Programs, the Assistant Director for Financial Well-Being works to develop, oversee ...
Financial Consultant
Avon, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Avon, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Brownsburg, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Brownsburg, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Cumberland, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Cumberland, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Brownsburg, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Brownsburg, IN · On-site
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
Patient Care Coordinator
$16.75 - $22/hr
A PCC you will need to be able to communicate well with patients regarding the pricing of their co-payments and financial assistant programs when needed * You must be able to provide compassionate ...
Patient Care Coordinator
$16.75 - $22/hr
A PCC you will need to be able to communicate well with patients regarding the pricing of their co-payments and financial assistant programs when needed * You must be able to provide compassionate ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
... assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting ...
Financial Representative
Indianapolis, IN · On-site
$80K - $100K/yr
Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ...
Financial Representative
Indianapolis, IN · On-site
$80K - $100K/yr
Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ...
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 ...
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 ...
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 ...
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 ...
The Assistant Chief Financial Officer (Assistant CFO) serves as a key operational leader within the Business Office and is responsible for overseeing the day-to-day financial functions of the ...
Quick apply
The Assistant Chief Financial Officer (Assistant CFO) serves as a key operational leader within the Business Office and is responsible for overseeing the day-to-day financial functions of the ...
Financial Advisor
Fort Wayne, IN · On-site
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 ...
Financial Advisor
Fort Wayne, IN · On-site
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 ...
Financial Assistant information
See Indiana salary details
$10.06 - $12.62
1% of jobs
$12.62 - $15.18
8% of jobs
$17.13 is the 25th percentile. Wages below this are outliers.
$15.18 - $17.74
22% of jobs
The median wage is $19.89 / hr.
$17.74 - $20.30
24% of jobs
$20.30 - $22.85
16% of jobs
$23.87 is the 75th percentile. Wages above this are outliers.
$22.85 - $25.41
13% of jobs
$25.41 - $27.97
10% of jobs
$27.97 - $30.53
5% of jobs
$30.53 - $33.08
2% of jobs
$33.08 - $35.64
0% of jobs
$35.64 - $38.20
0% of jobs
$10
$22
$38
How much do financial assistant jobs pay per hour?
What Is a Financial Assistant?
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
What are the key skills and qualifications needed to thrive as a Financial Assistant, and why are they important?
How does a Financial Assistant typically collaborate with other departments within an organization?
What are Financial Assistants?
What is the difference between Financial Assistant vs Bookkeeper?
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 15 days ago
Job description
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Experience in financial consulting or a similar role is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills to effectively connect with clients.
- Demonstrated ability to build and maintain client relationships.
- Licenses or certifications in financial planning are a plus.
Benefits
- Top-tier health coverage including medical, dental, and vision plans for you and your dependents
- 401(k) retirement plan with company match to help you build long-term security
- Life and disability insurance for added peace of mind
- Employee wellness programs and mental health resources
- Career growth opportunities and ongoing training support