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Financial Consultant Jobs in Indiana (NOW HIRING)

Crowe LLP

Municipal Advisory Consultant

Indianapolis, IN · On-site

$62K - $100K/yr

... financial consulting services to cities, towns and other municipal units including budget ... preparation services, financial modeling, redevelopment consulting; utility rate consulting among ...

Springline Advisory

CFO Consultant

Indianapolis, IN · On-site

As a CFO Consultant you will join our team of professionals to provide accounting and reporting services to various clients. You will work closely with business owners and finance teams to help ...

Springline Advisory, Inc.

CFO Consultant

Indianapolis, IN · On-site

$150 - $200/hr

As a CFO Consultant you will join our team of professionals to provide accounting and reporting services to various clients. You will work closely with business owners and finance teams to help ...

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All JobsFinancial Consultant JobsFinancial Consultant Jobs in Indiana

Financial Consultant information

See Indiana salary details

$43.3K

$98.8K

$165.6K

How much do financial consultant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial consultant in Indiana is $98,845.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $118,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Consultant, you need strong analytical abilities, financial planning expertise, and a relevant degree in finance, accounting, or economics, often complemented by certifications like CFP or CFA. Familiarity with financial modeling software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal, communication, and problem-solving skills help build trust with clients and deliver tailored financial advice. These skills are crucial for developing effective financial strategies, fostering client relationships, and achieving successful outcomes in a competitive industry.

What are some of the most common challenges financial consultants face when building client relationships?

Financial Consultants often encounter challenges such as earning trust from new clients, understanding unique financial goals, and communicating complex investment strategies in simple terms. Building long-term relationships requires consistent follow-up, personalized advice, and staying updated on market changes to proactively address client concerns. Navigating regulatory requirements and managing client expectations, especially during market volatility, are also key aspects of the role.

What is the difference between Financial Consultant vs Financial Advisor?

AspectFinancial ConsultantFinancial Advisor
CertificationsCFP, CFA, CFP, Series 7/66CFP, Series 7/66, CFA (optional)
Work EnvironmentConsulting firms, independent practice, corporateBanks, advisory firms, independent
Employer & Industry UsageFinancial consulting firms, corporate financeWealth management, retail banking, independent advising

Financial Consultants and Financial Advisors often share similar credentials and work environments, focusing on helping clients manage their finances. However, Financial Consultants typically work in consulting firms or corporate settings, providing specialized financial analysis and strategic advice. Financial Advisors usually operate within banks, wealth management firms, or independently, offering ongoing financial planning and investment management services. Both roles aim to assist clients in achieving financial goals but differ slightly in scope and client engagement.

What does a financial consultant do?

A financial consultant provides advice to clients on managing their finances, including investments, retirement planning, and tax strategies. They analyze financial data, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. Their work involves assessing client needs, recommending financial products, and helping clients achieve their financial goals.
More about Financial Consultant jobs

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The most popular types of Financial Consultant jobs in Indiana are:

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

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

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

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Cities in Indiana with the most Financial Consultant job openings:

What are popular job titles related to Financial Consultant jobs in IN?

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

Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in Indiana as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $98,845 per year, or $47.5 per hour.

Financial Consultant - Retirement Services

EVERENCE SERVICES,

Goshen, IN • On-site

Full-time

Re-posted 18 days ago

Key responsibilities

  • Provide financial advice to clients to help them achieve their financial goals, focusing on investment, insurance, and charitable giving.

  • Build and maintain strong relationships with clients through excellent customer service, communication, and proactive outreach.

  • Generate new business and sales of products within the designated region.

Job description

POSITION SUMMARY
Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions.  This position serves our Client Engagement Center (CEC) specializing in Retirement Services.

RESPONSIBILITIES AND DUTIES

  1. Provide holistic investment, insurance, and charitable giving. 
  2. Maintain a strong knowledge of Everence products.
  3. Generate new business and sales of products within designated region.
  4. Build and maintain strong relationships with clients through excellent customer service, regular communication, and proactive outreach.
  5. Build trust with clients through professional competency and empathy.
  6. Cultivate connections and proactively deepen relationships to generate cross-sales and new opportunities.
  7. Function effectively as part of a consultant team approach.
  8. Acquire and maintain a working knowledge of all Everence-offered products and services.
  9. Periodically make group presentations
  10. Achieve required licensures and complete continuing education credits and compliance requirements as needed to maintain all licenses. 
  11. Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage.
  12. Acquire and maintain a strong working knowledge of compliance regulations.
  13. Additional duties as assigned.
  14. Areas of specialization include: Retirement Services

 

QUALIFICATIONS

  1. High attention to detail and organization. Excellent interpersonal and communication skills both written and verbal, respectful, diplomatic, and professional in interactions with others. 
  2. Ability to explain complex financial concepts in an easily understood manner.
  3. Willingness to follow a process of uncovering needs among prospective and existing Everence clients, with a goal of personally generating new business and/or referring opportunities to other colleagues.
  4. Ability to work independently and as a part of a team, working effectively with other support service team members.
  5. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs.
  6. Self-disciplined and demanding of oneself; self-starter; motivation to excel, strong persuasive skills, and energetic.
  7. Strong ambition and desire to generate new business and a sales orientation.
  8. Appreciation for the mission of integrating faith and finance within a diverse community.
  9. Results oriented, strong follow-through skills.
  10. Possess ego strength (resiliency) to respond to both positive and negative outcomes.
  11. When required from a compliance perspective, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
  12. Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services with respect for Christian faith and Anabaptist values.
  13. Ability to travel regionally within on a regular basis, and nationally overnight as needed.
  14. Bilingual skills are a plus to allow Everence to better serve our diverse clients but is not a requirement.

 

EDUCATION: Bachelor’s degree or higher preferred; willingness to pursue other designations

EXPERIENCE: Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales are beneficial skills. Willing to train.

LICENSE: Obtain appropriate licensing for respective products if not currently licensed

REQUIREMENT: Fingerprinted to open mail and work with confidential client information

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

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