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Financial Consultant Jobs in Indiana (NOW HIRING)

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Financial Consultant information

See Indiana salary details

$43.3K

$98.8K

$165.6K

How much do financial consultant jobs pay per year?

As of Aug 25, 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

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

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

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

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:

What cities in Indiana are hiring for Financial Consultant jobs?

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 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 $98,845 per year, or $47.5 per hour.

Financial Consultant Partner - Carmel, IN

Carmel, IN • On-site

Charles Schwab Inc.
See more jobs at Charles Schwab Inc.external

$27.40 - $39.28/hr

Full-time

Posted 5 days ago

Job description

Your Opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you'll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you'll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.
You'll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise
  • Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
  • Support delivery of client solutions aligned to financial goals
  • Identify opportunities to deepen relationships and drive growth
  • Prepare for and support client meetings, including documentation and follow-up
  • Collaborate across the branch and firm to deliver seamless client experience
  • Maintain accurate client information and support daily operations

Why you're set up for success:
  • Schwab Training and Development

Start with Wealth Management University-a four-week, live virtual program designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
  • Career Pathing

The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You'll be supported by leaders who invest in your growth and encourage continuous learning over time.
  • Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
  • A valid and active FINRA Series 7 license required
  • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:
  • Attention to Detail

Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client experience
  • Building Collaborative Relationships

Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
  • Active Listening

Use active listening and thoughtful questioning to understand client goals and align next steps to their needs
Communicate with clarity and care - confirm understanding, capture key details, and follow through on commitments
  • Coachability

Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and impact
Demonstrate openness to learning from managers, peers, and mentors - using guidance to accelerate development and improve performance
  • Adaptability

Adjust your approach based on client needs, changing priorities, and new information - staying focused on delivering strong outcomes
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice

Apply