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Financial Planning Associate Jobs in Indiana (NOW HIRING)

Elevance Health

Financial Analyst Senior

Indianapolis, IN · Hybrid

$81K - $101K/yr

This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

CNO Financial Group

OneStream Consultant

Carmel, IN · On-site

CNO Financial Group is hiring an FP&A OneStream Consultant to serve as the lead subject matter ... OneStream Administrator Certification such as OneStream Certified Associate (OCA) - Administration.

CNO Financial Group

OneStream Consultant

Carmel, IN · On-site +1

CNO Financial Group is hiring an FP&A OneStream Consultant to serve as the lead subject matter ... OneStream Administrator Certification such as OneStream Certified Associate (OCA) - Administration.

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Indiana

Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Sep 7, 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 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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 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 $63,261 per year, or $30.4 per hour.

Client Service Associate

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Description:

Senior Client Service Associate

Indianapolis / Carmel IN


What We Offer
  • Competitive salary of $60,000–$80,000, based on experience
  • Up to 70% employer-paid medical, dental, vision and life insurance
  • 100% employer-paid short-term and long-term disability insurance
  • 401(k) with employer match — 100% of the first 3% contributed, plus 50% of the next 2%
  • Three weeks of paid vacation
  • Paid holidays & birthday
  • A professional, collaborative work environment with opportunities to learn and grow within the financial services industry


Company Description

At Artistic Strategies, we prioritize building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth creation, we leverage knowledge, creativity, and empathy to craft personalized financial strategies. From establishing college savings accounts to addressing more complex financial matters like tax-sensitive investments, retirement planning, and estate planning, we support clients in achieving their life goals. Backed by Cetera Advisors LLC and Cetera Investment Advisers LLC, we are committed to delivering tailored solutions with transparency and care for every individual and family we serve.


Role Description

This is a full-time, on-site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client service, supporting client inquiries and account management, preparing financial reports, and assisting with transaction processing. The Senior Associate will also collaborate with team members to meet client goals, ensure compliance with industry standards, and maintain detailed client records while contributing to the overall success of the firm.


Primary duties include:

  • Account Openings
  • Money Movement (Journal/ACH/Wire)
  • Account Maintenance
  • Resolve custodial issues
  • Trading/Rebalancing Accounts
  • Other duties as assigned


Requirements:
  • Financial Services Experience
  • Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
  • Strong attention to detail while working in a fast-paced environment.
  • Ability to work independently and with a team.
  • HS diploma or equivalent required; college experience preferred.



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