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Financial Services Professional Jobs in Indiana (NOW HIRING)

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Financial Services Professional information

See Indiana salary details

$36.6K

$90.9K

$138.9K

How much do financial services professional jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial services professional in Indiana is $90,879.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $105,600.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

What are the key skills and qualifications needed to thrive as a financial services professional?

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What is the difference between Financial Services Professional vs Financial Advisor?

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.
More about Financial Services Professional jobs
What are the most commonly searched types of Financial Services jobs in Indiana? The most popular types of Financial Services jobs in Indiana are:
What are popular job titles related to Financial Services Professional jobs in Indiana? For Financial Services Professional jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Services Professional jobs in Indiana look for? The top searched job categories for Financial Services Professional jobs in Indiana are:
What cities in Indiana are hiring for Financial Services Professional jobs? Cities in Indiana with the most Financial Services Professional job openings:
Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $90,879 per year, or $43.7 per hour.

Financial Solutions Expert

Elements Financial

Indianapolis, IN • On-site

$20.47 - $30.70/hr

Full-time

Posted 6 days ago

Job description



We refer to our Personal Bankers as Financial Solutions Experts (FSE).

This is an exciting opportunity to join our friendly branch team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a fully on-site role that requires work inside our Indianapolis, Indiana branches.

Elements Financial is a best place to work because we want our employees to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success.

The FSE is a partner and consultant to our valued members. They collaborate with both the sales team and operations team to provide an excellent member experience. The FSE provides trusted advice as they actively promote and sell our products and services.

You will learn how to be the expert to best serve our members:

  • Effectively navigate the loan process for consumer and mortgage loans.
  • Proactively complete outbound sales calls for member follow-up and acquisition of new business.
  • Effectively transform service issues into sales opportunities.

You will make a difference as you live out our purpose:

  • Assist with teller transactions as needed.
  • Participate in table events and other outside SEG presentations as needed.
  • Promote technology usage by interacting with members.
  • Participate in sales and marketing activities for the purpose of meeting branch goals and objectives.
  • Support branch staffing needs by working at other branch locations/departments as needed.
  • Other duties as assigned.

You will help grow the business:

  • Explain, promote, and sell all products and services to current and prospective members.
  • Maintain well rounded knowledge of all products and services.
  • Maintain strong knowledge of all company departments through frequent visits and building relationships with credit union employees.

You will continue to grow professionally:

  • Continue to develop knowledge of industry practices, products, and professional growth.
  • Participate in appropriate learning opportunities to maintain expertise.


Minimum Requirements:

  • At least 2 years college and 3 years financial institution or retail experience.
  • Proven track record of meeting or exceeding sales goals.
  • Proficient at working with multiple computer and software systems.
  • Ability to handle multiple tasks simultaneously.
  • Strong follow up skills.
  • Strong collaboration and communication skills.
  • Ability to leverage skills, knowledge, and experience to invest in the community.
  • Ability to foster an inclusive environment that promotes belonging.
  • A focus on respect and excellent service to both external and internal (team) members.
  • A proven track record of integrity with a demonstrated ability to build trust.

Additional sales incentive compensation is earned in this role