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Financial Planning Associate Jobs in Indiana (NOW HIRING)

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

... financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$73K - $98K/yr

... financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal ...

IPL (Indiana)

Senior Associate FP&A

Indianapolis, IN · On-site

$81K - $101K/yr

The FP&A Analyst's duties will include the following (other duties may be assigned): Forecasting & budgeting: * Coordinate with strategic business units (SBUs) to receive timely and accurate inputs ...

LHH US

Senior Financial Analyst

Indianapolis, IN

$75K - $125K/yr

Financial planning and analysis (FP&A) * Budgeting and forecasting * Financial modeling * Variance ... Alexis Althouse Benefit offerings available for our associates include medical, dental, vision ...

Cummins

Financial Analyst - Senior

Columbus, IN · On-site

$91K - $136K/yr

Strengthen financial planning & forecasting: Partner with teams to build realistic budgets ... Accountable for CMEP accounts payable - leading team of two associates to resolve any invoice ...

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Financial Planning Associate information

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$64

How much do financial planning associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial planning associate in Indiana is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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 Associate jobs in Indiana? For Financial Planning Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Indiana look for? The top searched job categories for Financial Planning Associate jobs in Indiana are:
What cities in Indiana are hiring for Financial Planning Associate jobs? Cities in Indiana with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $63,261 per year, or $30.4 per hour.
Financial Planner

Financial Planner

Waverly Advisors, LLC

Lafayette, IN • On-site

$73K - $98K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add a Financial Planner to our team in our Lafayette, IN office. The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.
Financial Planner Responsibilities:
  • Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
  • Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
  • Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
  • Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
  • Build and maintain strong client relationships through regular communication and proactive support.
  • Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
  • Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Travel:
  • Occasional travel to meet with clients may occur.

Required Qualifications and Skills:
  • Bachelor's degree.
  • 1-3 years of experience in a financial planning role.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • High level of professionalism and integrity.
  • Outstanding attention to detail, organizational skills, and problem-solving abilities.
  • Ability to analyze large amounts of financial data and comply with regulations.
  • Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
  • Ability to empathize and a strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:
  • One to five years' experience in the financial services industry.
  • Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Emoney experience strongly preferred.
  • CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification.
  • Experience with Salesforce.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times
  • Must be able to access and navigate each department at the organization's facilities

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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