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Financial Associate Jobs in Lafayette, IN (NOW HIRING)

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$73K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

PELOTON Workforce Inc.

Be Seen First

Plant Controller/ Financial Analyst

Lafayette, IN · On-site

$80K - $100K/yr

This role is responsible for driving financial performance and providing meaningful financial analysis within a manufacturing facility. The Plant Controller/Financial Analyst will partner closely ...

PELOTON Workforce Inc.

Be Seen First

Plant Controller/ Financial Analyst

Lafayette, IN · On-site

$80K - $100K/yr

This role is responsible for driving financial performance and providing meaningful financial analysis within a manufacturing facility. The Plant Controller/Financial Analyst will partner closely ...

PELOTON Workforce Inc.

Be Seen First

Plant Controller/ Financial Analyst

West Lafayette, IN · On-site

$80K - $100K/yr

This role is responsible for driving financial performance and providing meaningful financial analysis within a manufacturing facility. The Plant Controller/Financial Analyst will partner closely ...

PELOTON Workforce Inc.

Be Seen First

Plant Controller/ Financial Analyst

West Lafayette, IN · On-site

$80K - $100K/yr

This role is responsible for driving financial performance and providing meaningful financial analysis within a manufacturing facility. The Plant Controller/Financial Analyst will partner closely ...

H&R Block

Tax Associate

West Lafayette, IN · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Lafayette, IN · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Lafayette, IN · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Lafayette, IN

Financial Associate information

See Lafayette, IN salary details

$29.3K

$67.7K

$132.8K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Lafayette, IN is $67,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $74,100.00 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 Lafayette, IN?

The most popular types of Financial jobs in Lafayette, IN are:

What are popular job titles related to Financial Associate jobs in Lafayette, IN?

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

What job categories do people searching Financial Associate jobs in Lafayette, IN look for?

The top searched job categories for Financial Associate jobs in Lafayette, IN are:

What cities near Lafayette, IN are hiring for Financial Associate jobs?

Cities near Lafayette, IN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Lafayette, IN as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,706 per year, or $32.6 per hour.

RCS Senior Associate - Financial Clearance

Indiana University Health

Lafayette, IN • On-site

Full-time

Re-posted 6 days ago

Indiana University Health rating

7.2

Company rating: 7.2 out of 10

Based on 464 frontline employees who took The Breakroom Quiz

349th of 888 rated healthcare providers

Job description


Onsite training at the closest Revenue Cycle Services building near you. Remote after training. Must be able to still attend onsite trainings, meetings, and events as needed.
Mon-Fri from 8a-5p.
This position is responsible for the delivery of customer facing services within Revenue Cycle System Services. Responsibilities may include, but are not limited to, scheduling, registration, insurance verification, prior-authorization, financial counseling/individual solutions, cashiering, release of information and customer service. Position adheres to departmental productivity, quality, and service standards in support of operational goals. Position is assigned higher complexity tasks than those expected from RCS-Associate and incumbents are held to higher productivity and quality standards.
Key Responsibility:
Prior authorization for statewide services.
Minimum 1yr of insurance and authorization experience required. Clinical documentation experience is preferred.
• For those serving as the Individual Solutions Coordinator (ISC), a current Indiana State Navigator's license is required.
• At least one year of experience in hospital or physician Revenue Cycle strongly preferred.
• Requires working knowledge of patient registration and financial clearance.
• Requires a high level of interpersonal and problem solving skills.
• Requires effective written and verbal communication skills.
• Requires the ability to work within a team and maintain collaborative relationships.
• Requires the ability to take initiative and meet objectives.
About Us
  • Indiana University Health has nearly 40,000 team members, including more than 3,600 physicians and 1,200 advanced practice providers, and we're home to the largest nursing network in Indiana with more than 9,000 nursing team members at over 800 sites of care.
  • IU Health is ranked No. 1 in Indiana by U.S. News & World Report, Riley Children's Health is ranked among the top children's hospitals in the country by U.S. News & World Report.
  • A unique partnership with the Indiana University School of Medicine - one of the nation's largest medical schools - gives patients access to groundbreaking research and innovative treatments, and it offers team members access to the latest science and the very best training - advancing healthcare for all.
  • With 15 hospitals, including seven with Magnet designation and eight with Pathways to Excellence designation, our team members are leading the way through excellence.
  • At Indiana University Health, your personal and professional growth is a top priority. You will have access to many diverse opportunities to learn and develop in meaningful ways that matter most to you, such as advanced clinical training, leadership development, promotion opportunities and cross training development.
  • Indiana University Health is invested in the lives of Hoosiers, leading the transformation of healthcare to make Indiana one of the nation's healthiest states.

About the Team
Indiana University Health is Indiana's most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. We're looking for team members who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day.

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