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Financial Planning Associate Jobs in Indiana (NOW HIRING)

R JULIAN FITNESS INC

Sales Associate

Indianapolis, IN · On-site

$15 - $20/hr

Financial planning advisor * Healthcare stipend (based on company policy) * Great opportunities for growth within the studio including additional sales and management positions * Employee Retail ...

R JULIAN FITNESS INC

Sales Associate

Indianapolis, IN · On-site

$15 - $20/hr

Financial planning advisor * Healthcare stipend (based on company policy) * Great opportunities for growth within the studio including additional sales and management positions * Employee Retail ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Aug 13, 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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

Assistant Chief Financial Officer - Academic Medicine

Indiana University Health

Indianapolis, IN • On-site

Full-time

Posted 8 days ago

Indiana University Health rating

7.2

Company rating: 7.2 out of 10

Based on 464 frontline employees who took The Breakroom Quiz

349th of 887 rated healthcare providers

Job description


Assistant Chief Financial Officer - Academic Medicine
Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes. They advance our mission and exemplify excellence, compassion, teamwork and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our finance leadership team in the role of Associate Chief Financial Officer.
The Assistant Chief Financial Officer (Assistant CFO) serves as a senior finance leader and strategic partner to the Regional Chief Financial Officer (Regional CFO) and regional Executive Teams, supporting oversight of financial operations, performance management, planning processes, and the control environment as it relates to financial management. This leader plays a key part in regional decision-making by translating financial results into actionable insights, reinforcing fiscal discipline, and ensuring compliance with accounting standards, regulatory requirements, and organizational policies. In the absence of the Regional CFO, the Assistant CFO serves as the CFO's delegate, representing Finance with executive leadership across the region and enabling broader strategic oversight. The Assistant CFO may provide leadership across core finance functions, including accounting, financial reporting, FP&A, budgeting, reimbursement, and analytics. This leader in partnership with the Regional CFO and executive leadership, drives financial performance and long-range planning through forward-looking analysis, scenario modeling, and clear, actionable recommendations. The Assistant CFO supports stewardship of financial resources, including cash flow, working capital, capital planning, and balance sheet management, ensuring long-term financial sustainability and partners with operational, clinical, and administrative leaders to drive accountability and performance improvement, including productivity optimization, expense management, and revenue enhancement. This leader develops finance talent, fosters a culture of accountability and continuous improvement, and represents Finance in regional executive forums with a strong executive presence.
Key Relationships
Reports to: Vice President - Chief Financial Officer, IU Health Medical Group
Candidate Qualifications
Candidates for the position will be evaluated according to the following criteria and competencies.
  • Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required. Master's Degree (MBA, MHA, or a related discipline) is preferred.
  • CPA, CMA, or a similar professional certification is preferred.
  • Requires 8 plus years of progressive finance/accounting leadership experience. Prior hospital, health system, or regulated industry experience and controller or supervisory experience is preferred.
  • Requires 4 years of people leader experience.
  • Requires strong knowledge of financial reporting, GAAP, budgeting, forecasting, variance analysis, internal controls, and audit processes.
  • Requires demonstrated strategic and operational finance capability, including the ability to connect numbers to business decisions and organizational policies.
  • Requires excellent communication skills, including the ability to present complex financial information clearly to executives, boards, and non-financial leaders.
  • Requires strong leadership presence, sound judgement, relationship-building ability, and the capacity to lead through change in complex environments.

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana's largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one of the nation's healthiest states.
IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The system's programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana.
About Us
  • Indiana University Health has nearly 40,000 team members, including more than 3,600 physicians and 1,200 advanced practice providers, and we're home to the largest nursing network in Indiana with more than 9,000 nursing team members at over 800 sites of care.
  • IU Health is ranked No. 1 in Indiana by U.S. News & World Report, Riley Children's Health is ranked among the top children's hospitals in the country by U.S. News & World Report.
  • A unique partnership with the Indiana University School of Medicine - one of the nation's largest medical schools - gives patients access to groundbreaking research and innovative treatments, and it offers team members access to the latest science and the very best training - advancing healthcare for all.
  • With 15 hospitals, including seven with Magnet designation and eight with Pathways to Excellence designation, our team members are leading the way through excellence.
  • At Indiana University Health, your personal and professional growth is a top priority. You will have access to many diverse opportunities to learn and develop in meaningful ways that matter most to you, such as advanced clinical training, leadership development, promotion opportunities and cross training development.
  • Indiana University Health is invested in the lives of Hoosiers, leading the transformation of healthcare to make Indiana one of the nation's healthiest states.

About the Team
Indiana University Health is Indiana's most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. We're looking for team members who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day.

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