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Financial Associate Jobs in Indiana (NOW HIRING)

First Business Bank

Financing Associate

Indianapolis, IN · On-site

$15 - $20/hr

Join the winning team at First Business Bank as a Financing Associate! First Business Bank is aTop Workplaces USA company, learn morehere. At the heart of First Business Bank, we believe success ...

OneAmerica

Licensing Associate

Indianapolis, IN · Hybrid

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to ... The Licensing Associate plays an important role maintaining standards for our producers in the ...

OneAmerica

Licensing Associate

Indianapolis, IN · On-site

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to ... The Licensing Associate plays an important role maintaining standards for our producers in the ...

OneAmerica

Licensing Associate

Indianapolis, IN · On-site

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to ... The Licensing Associate plays an important role maintaining standards for our producers in the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Indiana

Financial Associate information

See Indiana salary details

$29K

$67K

$131.3K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Indiana is $66,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $73,300.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

The most popular types of Financial jobs in Indiana are:

What are popular job titles related to Financial Associate jobs in Indiana?

For Financial Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Indiana look for?

The top searched job categories for Financial Associate jobs in Indiana are:

What cities in Indiana are hiring for Financial Associate jobs?

Cities in Indiana with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate 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, with an average salary of $66,962 per year, or $32.2 per hour.

Financing Associate

First Business Bank

Indianapolis, IN

Full-time

Re-posted 3 days ago

Job description

Join the winning team at First Business Bank as a Financing Associate!
First Business Bank is a Top Workplaces USA company, learn more here. 
  
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!  
OVERVIEW
This role is an onsite position 8am-5pm Monday-Friday with the flexibility of 1 day remote post onboarding.   
Office Location: 3850 Priority Way South Drive, Indianapolis, IN. 
We’re looking for a motivated, detail-oriented Financing Associate to support our business clients with their loan details. 
The Financing Associate is the primary point of contact for our clients, ensuring their day‑to‑day needs are met with accuracy, urgency, and care.

POSITION OVERVIEW:  

  • Serving as the go-to resource for our business clients
  • Processing new business loans efficiently and within established turnaround times
  • Managing payoff timelines and releases
  • Reconciling monthly audit inspections and reporting findings to management
  • Ensuring clients maintain compliance with their agreements
  • Utilizing collection skills when needed to support portfolio performance
  • Delivering best-in-class customer service with every interaction
  • Developing a comprehensive understanding of bank policies, processes, and procedures

POSITION REQUIREMENTS:  

  • Banking experience preferred
  • Able to effectively and professionally communicate with clients and internal team members.
  • Self-motivated, independent and able to effectively utilize training and resource materials.
  • Proficiency with Outlook, Excel, Word
  • Effectively prepare or review of documents and reports using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues at a satisfactory pace.

Apply