ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Avon, IN (NOW HIRING)

IPL (Indiana)

Senior Associate FP&A

Indianapolis, IN

$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 ...

Ceritypartners

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

Analyze and input client data into financial planning software. * Assist with the timely completion ... Ability to train and mentor Client Service Associates * Ability to develop wealth planning and ...

Ascension

Senior Financial Analyst

Indianapolis, IN

$79K/yr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Oath

Associate Attorney

Indianapolis, IN · On-site

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Indianapolis, IN! About The Role We're looking for attorneys who want to help more people than ...

Ascension

Senior Financial Analyst

Indianapolis, IN

$81K - $101K/yr

... and financial planning processes. * Serve as consultant to all levels of management to provide ... High School diploma equivalency with 2 years of cumulative experience OR Associate's degree ...

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 ...

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 ... planning, and management reporting or an approved Finance internship; or any combination of ...

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.

next page

Showing results 1-20

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Avon, IN

Financial Planning Associate information

See Avon, IN salary details

$13

$30

$65

How much do financial planning associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial planning associate in Avon, IN is $30.65, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $32.98 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 job categories do people searching Financial Planning Associate jobs in Avon, IN look for?

The top searched job categories for Financial Planning Associate jobs in Avon, IN are:

What cities near Avon, IN are hiring for Financial Planning Associate jobs?

Cities near Avon, IN with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you

Senior Associate FP&A

Indianapolis, IN

IPL (Indiana)
See more jobs at IPL (Indiana)external

$81K - $101K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Are you ready to be part of a companythat'snot just talking about the future, but actively shaping it? Join The AES Corporation, the largest US-based global power company witha teamof 8,300employees across 12 countries.
AES has beenranked #1 byBloombergNEFin renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricityformillions of peopleworldwide.
We are proud to foster a strong workplace culture, earning prominent positions in Great Place to Work rankings across the markets where weoperate. AES was also named one of the World's Most Ethical Companies for the 13th consecutive year in 2026, highlighting our dedication to integrity, transparency, and responsible business practices.

Our spirit of innovation continues to earn industry recognition. AES is the only seven-time winner of the Edison Electric Institute's Edison Awards in the twenty-first century, a distinction honoringglobal leadership in advancing the electric power industry.
Ifyou'reready to be part of a companythat'snot just adapting to change, but driving it, AES is the place for you.We'renot just building a more sustainable future,we'repowering it. Apply now and energize your career with a true leader inglobalenergy.


Core Competencies:

Candidates need collaborative problem solving, communication and interpersonal skills, along with patience, a positive attitude and the ability to work in a demanding team environment. They should also possess the following competencies:

  • Exceptional analytical and time management skills.
  • Strong attention to detail, with the ability to understand issues with a "big-picture" business perspective.
  • Clear, concise communicator and good at telling a business story from numbers/data
  • The ability to understand the business models of the organization and link to strategy
  • Candidate is comfortable taking initiative and proposing, researching, and socializing solutions
  • Candidates has high standards and takes pride in their work

Principal Duties and Responsibilities:

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, explanations and analysis as needed for monthly and annual Corporate reporting process.
  • Prepare the Company's annual budget and monthly forecast process by consolidating and analyzing regional reports
  • Deeply understand main performance drivers.
  • Integrate analysis into monthly reporting process
  • Provide analysis of expected forecast output for purposes of evaluating progress towards overall guidance expectations
  • Investigate, explain, and present budget to actual variances to senior leadership

Investment Analysis:

  • Prepare models for prospective investment opportunities, including business development projects and/or responses to customer requests for proposals.
  • Analyze potential projects, including valuation and modelling to include NPV, IRR, ROE, capital requirements and annual cash and income contributions. This analysis often will require leading cross-functional efforts across AES in high-pressure environments.
  • Provide input for presentations that will be sent to Investment Committee / Executive Leadership for purposes of driving investment and strategic decisions.

Other

  • Prepare executive level reports and presentations of consolidated results and analysis
  • Prepare presentations with business cases and sensitivities
  • Be responsible for collaborating across the organization to develop and vet sound business assumptions
  • Contribute to periodic and ad-hoc initiatives of the FP&A department
  • Build relationships with various functional teams within AES

Requirement:

  • 3+ years' experience in FP&A or business valuation analysis
  • Ability to work effectively with accounting systems
  • Strong data analytics & business acumen
  • Experience preparing and reviewing complex models in Excel
  • Strong verbal and written communication skills
  • Sound analytical, planning, and organizational skills
  • Fluent in English
  • Bachelor's degree

Preferred experience:

  • FP&A experience preferred
  • Strong understanding of Generally Accepted Accounting Principles (GAAP) including experience with financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows.
  • Strong understanding of data analytics, and technology including but not limited to dash-boarding, data visualization, automation, AI, etc)
  • Renewable energy experience preferred
  • Desired skills: proficiency in PowerBI, Anaplan, BPC, ThinkCell
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.The expected salary for this position, at commencement of employment, is between $105,000 and $131,325/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position also includes annual bonus. The benefits offered for this position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and paid time off (including vacation, sick leave time, and parental leave). Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.Apply by clicking the application link below and submitting your information. The deadline to apply for this role is 09/30/2026

Apply