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Financial Planning Associate Jobs in Indiana (NOW HIRING)

CNO Financial Group

Manager, FP&A - Remote

Carmel, IN · On-site +1

$105K - $138K/yr

Candidates and associates may be asked to travel to corporate offices for interviews, training and ... As Manager FP&A, your responsibilities will include: * Collaborating, coordinating, and directing ...

CNO Financial Group

Manager, FP&A - Remote

Carmel, IN · On-site +1

$105K - $138K/yr

Candidates and associates may be asked to travel to corporate offices for interviews, training and ... As Manager FP&A, your responsibilities will include: * Collaborating, coordinating, and directing ...

Ronald Blue Trust

Associate Advisor

Indianapolis, IN · On-site

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Blue Trust Inc

Associate Advisor

Indianapolis, IN · On-site

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Indiana

Financial Planning Associate information

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$13

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$64

How much do financial planning associate jobs pay per hour?

As of Jun 8, 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
Director Financial Planning & Analysis

Director Financial Planning & Analysis

White Lodging Services Corporation

Merrillville, IN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 hours ago

White Lodging rating

6.7

Company rating: 6.7 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

36th of 105 rated hotels

Job description

Description

Who We Are

White Lodging develops and operates a portfolio of award-winning, premium-brand hotels, rooftop bars, and restaurants in some of the country’s best cities to live. We know that the hospitality business, like life, is about how you make people feel. That’s where you come in. You’ll help bring the virtue of hospitality to life while we create an environment that allows you to be your best self and grow.

Summary

The Director of Financial Planning & Analysis is a senior finance leader responsible for driving hotel and corporate profitability across a large, multi-property portfolio. This role partners with executive leadership, Operations, and Ownership to lead financial planning, reporting, and performance analysis, delivering data-driven insights that inform strategic decisions and maximize returns.

What You’ll Do

  • Lead the annual budgeting process and monthly long-range forecasting, ensuring accuracy, insight, and alignment across the portfolio.
  • Own financial reporting for ownership groups and senior leadership, translating complex data into actionable business insights.
  • Develop financial models, pro formas, and scenario analyses to support investment decisions and value-creation initiatives.
  • Benchmark portfolio performance against internal goals and industry data, identifying trends and improvement opportunities.
  • Drive margin improvement strategies and support owner return objectives.
  • Lead and develop a high-performing FP&A team, including hiring, coaching, and succession planning.
  • Oversee financial systems, including IBM Planning Analytics (TM1), and lead system enhancements and user training.
  • Develop dashboards and reporting tools using Power BI or Tableau to improve data visibility and decision-making.
  • Champion AI-driven initiatives to enhance forecasting, reporting automation, and analytical insights.
  • Lead workforce management system implementation and labor strategy alignment across the portfolio.
  • Partner with operational leaders to analyze labor performance and identify cost-saving opportunities.

What You’ll Bring

  • Bachelor’s degree in Finance, Accounting, Hospitality, or a related field; MBA or CPA preferred.
  • 5+ years of progressive FP&A or finance experience, including leadership responsibility.
  • Strong expertise in financial modeling, forecasting, and hospitality financial operations.
  • Advanced proficiency in Microsoft Excel, including complex modeling and automation.
  • Experience with IBM Planning Analytics (TM1) or similar planning systems.
  • Proficiency in Power BI and/or Tableau for dashboard development and reporting.
  • Experience or interest in leveraging AI tools for financial analysis and process improvement.
  • Strong leadership, communication, and project management skills.
  • Ability to manage multiple priorities in a fast-paced, data-driven environment.

Working Conditions

  • Corporate office–based role with cross-functional collaboration.
  • Combination of analytical work and hands-on systems management.
  • Periodic travel may be required to support initiatives and property needs.


What You Can Look Forward To

  • Medical, Dental, and Vision insurance (starting Day 1)
  • Life Insurance and Disability Insurance
  • Paid Parental Leave
  • DailyPay option
  • Employee Assistance Program (EAP)
  • 401(k) with company match
  • Vacation/Paid Time Off (PTO) with rollover
  • Complimentary wellness tools
  • Unlimited referral bonuses
  • Leadership development and tuition reimbursement
  • Discounts on hotel rooms, dining, and other travel/entertainment experiences
  • Multiple hotels in each market = more opportunities for growth

White Lodging is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all associates.


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