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Financial Planning Associate Jobs in Indiana (NOW HIRING)

HP Products

Senior Finance Analyst

South Bend, IN · Hybrid

$5K - $9K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

SUPPLY.com

Senior Finance Analyst

South Bend, IN · Hybrid

$5K - $9K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

Lighting Unlimited

Senior Finance Analyst

South Bend, IN · Hybrid

$5K - $9K/mo

... FP&A experience preferable. * Sophisticated knowledge of Microsoft O365 (especially Excel ... our associates. Our competitive offering not only includes benefits like health, dental, vision ...

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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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Indiana

Financial Planning Associate information

See Indiana salary details

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How much do financial planning associate jobs pay per hour?

As of Jun 11, 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 an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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 June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $63,261 per year, or $30.4 per hour.

Senior Finance Analyst

James Martin Signature Vanities

South Bend, IN • Hybrid

$5K - $9K/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Job Posting:

We realize that our greatest assets are our best-in-class associates, which is why we're dedicated to offering limitless opportunities for growth and advancement. We want to help you build a long-lasting career with James Martin Vanities "JMV." Together, we can continue to lead the industry and help build our nation's infrastructure from the ground up.

We have an exciting opportunity for a Senior Finance Analyst. This role will provide data driven financial analysis and support the JMV Executive leadership and others throughout the Amerock organization.

Location:

This is a Hybrid role based out of our South Bend office in accordance with the JMV Flex schedule; Tuesday, Wednesday, and Thursday in office / Monday and Friday remote.

Responsibilities:
  • Drive annual budget process in partnership with key stakeholders to develop an accurate, executable target while communicating key assumptions and identifying risks and opportunities.
  • Develop monthly forecasts by monitoring changes in business trends / prior assumptions and analyze financial / KPI variances versus budget and prior periods.
  • Provide clear margin analysis at the customer, product, and channel level.
  • Understanding of components driving margin (volume, price, and cost).
  • Perform complex financial analysis to evaluate business performance, identify trends, and support datadriven decisionmaking by the business leaders and the finance management team.
  • Prepare executivelevel reporting, dashboards, and presentations to support month end reporting and provide clear and actionable insights related to P&L results (sales, margin, and opex) and working capital.
  • Collaborate crossfunctionally to align financial outcomes with operational plans and help identify opportunities to manage expenses appropriately with sales.
  • Develop and maintain financial models to evaluate business performance, customer profitability, pricing, and strategic initiatives to support a rapidly changing business environment.
  • Support any adhoc data needs for business leaders and finance leaders.
Qualifications:
  • Bachelor's degree in finance or accounting.
  • At least 7+ years in the finance field with FP&A experience preferable.
  • Sophisticated knowledge of Microsoft O365 (especially Excel).
  • Microsoft Power BI experience preferred.
  • Strong analytical and modeling skills, and comfortable combining multiple data sources.
  • Effective and professional communicator that is comfortable presenting to all levels of leadership.
  • Ability to work in a team environment of hard-working colleagues.
  • Effectively self-manage schedule and competing priorities from multiple internal customers/projects.

At James Martin Vanities, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more!

#LI-Hybrid

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Pay Range:

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$5,550.30 - $9,075.00

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Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles.

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This role is Bonus or Incentive Plan eligible.

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Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements.

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The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability.

Ferguson Enterprises, LLC. is an equal employment employerF/M/Disability/Vet/SexualOrientation/Gender Identity.

Equal Employment Opportunity and Reasonable Accommodation Information

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