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Financial Planning Assistant Jobs in Indiana (NOW HIRING)

Martin Marietta

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Eley-Graham-Austgen Financial Advisory Services

Be Seen First

Financial Assistant

Crown Point, IN · On-site

$35K - $45K/yr

Experience with Riskalyze and Wealthscape, and other Financial Planning software, Orion and ... The company is seeking a professional Executive Assistant who is ready to help the President grow ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... planning to lessen the time needed with an estate/trust attorney, gather and assist clients in ...

Dover Corporation

Financial Analyst

Madison, IN · On-site

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

Dover Corporation

Financial Analyst

Madison, IN · On-site

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

Dover Corporation

Financial Analyst

Madison, IN

Improve current deliverables by continuously evaluating reporting benefits, speed, and accuracy * Assist in the preparation of consolidated FP&A deliverables used in management reporting * Ongoing ...

COMLUX AMERICA LLC

Financial Analyst

Indianapolis, IN · On-site

Prepare recurring financial reports,dashboards, KPIs, executive summaries, and presentation ... Assist with the annual budget, rollingforecast, and business planning processes across revenue ...

New

COMLUX AMERICA LLC

Financial Analyst

Indianapolis, IN · On-site

This early-career role is well-suited for a finance professional whowants to deepen their FP&A ... Assist with the annual budget, rollingforecast, and business planning processes across revenue ...

New

Deaconess

Financial Analyst Research

Evansville, IN · On-site

$22.32 - $31.25/hr

Support the development and maintenance of financial models, reports, and performance metrics * Assist with budgeting, forecasting, and long-range planning activities related to research operations

CFS

CFO

La Porte, IN · Hybrid

Manage cash flow, budgeting, forecasting, and financial planning. * Ensure compliance with ... Support ongoing system optimization and financial reporting enhancements. * Assist with audit ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Indiana

Financial Planning Assistant information

See Indiana salary details

$33.8K

$57.7K

$99.4K

How much do financial planning assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial planning assistant in Indiana is $57,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,200.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

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

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Indiana? The most popular types of Financial Planning jobs in Indiana are:
What are popular job titles related to Financial Planning Assistant jobs in Indiana? For Financial Planning Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Indiana look for? The top searched job categories for Financial Planning Assistant jobs in Indiana are:
What cities in Indiana are hiring for Financial Planning Assistant jobs? Cities in Indiana with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,681 per year, or $27.7 per hour.

Financial Advisor

SYM Financial Corporation

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Description:

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?


Who is SYM?

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients.


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-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.


To learn more about our company, visit this link: SYM Financial. Who We Are.


What does this role entail?

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:

  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence


Requirements:

What are we looking for?

Must Haves:

  • You have a Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you?

Pay / benefits are competitive based on industry standards.

  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
  • 401(k); 6% Match
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • Tuition / Certification Assistance Program
  • A defined career framework to help you successfully manage your career goals