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Financial Strategist Jobs in Indiana (NOW HIRING)

ACG Cares

Chief Financial Officer

Indianapolis, IN · On-site

$150 - $200/hr

The CFO provides strategic leadership over accounting, treasury, budgeting, forecasting, rate and regulatory finance, risk management, and financial reporting. The CFO ensures financial decisions ...

AllSTEM Connections

Sr Financial Analyst

Wheatfield, IN · On-site

$62K - $97K/yr

Senior Finance & Strategic M&A Analyst Role Overview We are seeking a Senior Finance & Strategic M&A Analyst to play a pivotal role in our organization's high-stakes financial strategy. You will ...

IMEG

Chief Financial Officer

Indianapolis, IN

IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive continued momentum. Reporting to the CEO and a key partner to ...

OPENLANE

Director, FP&A

Carmel, IN

Strategic. You are an outcome-oriented finance leader who "sees around corners," driving business impact through thoughtful financial modeling, strategic budgeting, and detailed long-range planning.

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All JobsFinancial Strategist JobsFinancial Strategist Jobs in Indiana

Financial Strategist information

See Indiana salary details

$42.8K

$133.1K

$168.9K

How much do financial strategist jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial strategist in Indiana is $133,092.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,600.00 and $149,400.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

For a Financial Strategist, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the level of service and planning you receive will vary accordingly.

What is the difference between Financial Strategist vs Financial Analyst?

AspectFinancial StrategistFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA or CFPBachelor's degree in finance, accounting, or related field; CFA is a plus
Work EnvironmentStrategic planning sessions, client meetings, corporate officesData analysis, financial modeling, report preparation
Employer & Industry UsageFinancial services firms, corporate finance departments, consultingInvestment firms, banks, corporate finance teams

While both roles require finance knowledge and certifications like CFA, a Financial Strategist focuses on developing long-term financial plans and advising clients or companies on financial growth strategies. In contrast, a Financial Analyst primarily analyzes financial data, prepares reports, and supports investment decisions. The Strategist's role is more consultative and strategic, whereas the Analyst's role is more analytical and data-driven.

Can financial advisors make $500,000 a year?

Financial strategists and advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications, such as the CFP or CFA, and success in building a profitable practice or working in lucrative sectors like investment management or private banking.

What are some common challenges Financial Strategists face when collaborating with cross-functional teams?

Financial Strategists often work closely with departments such as marketing, operations, and executive leadership to align financial planning with broader business goals. One common challenge is translating complex financial data and models into actionable insights that non-financial stakeholders can easily understand and use. Additionally, balancing short-term departmental needs with long-term strategic objectives may require negotiation and compromise. Strong communication skills and adaptability are essential for building consensus and ensuring everyone is working toward the same financial targets.

What are the key skills and qualifications needed to thrive as a Financial Strategist, and why are they important?

To thrive as a Financial Strategist, you need strong analytical abilities, a solid foundation in finance or economics, and typically a bachelor’s or master’s degree in a related field. Familiarity with financial modeling software, advanced Excel skills, and certifications such as CFA or CFP are commonly required. Exceptional communication, critical thinking, and problem-solving skills help you build trust and present complex financial concepts clearly to clients and stakeholders. These skills and qualities are essential to develop effective financial plans, optimize investments, and drive organizational growth.

Does strategic finance pay well?

Strategic finance roles, such as Financial Strategists, typically offer competitive salaries that reflect experience, education, and industry. Professionals in this field often earn higher-than-average pay, especially with advanced certifications like CFA or CPA and strong analytical skills. Compensation can vary based on company size, location, and responsibilities.

What does a financial strategist do?

A financial strategist develops and implements financial plans and strategies to help individuals or organizations achieve their financial goals. They analyze financial data, assess risks, and recommend investment opportunities, often using tools like financial modeling and requiring certifications such as CFP or CFA. Their work involves strategic planning, market analysis, and ongoing financial management.

What is a Financial Strategist?

A Financial Strategist is a professional who develops and implements plans to help individuals or organizations achieve their financial goals. They analyze financial data, assess market trends, and create strategies for investment, risk management, and overall financial growth. Financial Strategists often work closely with clients to tailor solutions to specific needs, such as retirement planning, portfolio management, or business expansion. Their goal is to maximize financial performance while minimizing risks.
What are popular job titles related to Financial Strategist jobs in Indiana? For Financial Strategist jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Strategist jobs in Indiana look for? The top searched job categories for Financial Strategist jobs in Indiana are:
Financial Strategist jobs near you
Infographic showing various Financial Strategist job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $133,092 per year, or $64 per hour.
Financial Representative

Financial Representative

WestPoint Financial Group

Indianapolis, IN • On-site

$80K - $100K/yr

Full-time

Posted 3 days ago

Job description

Job Description
Location: Indianapolis, IN
WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.
Key Responsibilities
  • Build and manage a pipeline through networking, referrals, and proactive outreach
  • Conduct discovery meetings to understand client goals and priorities
  • Educate clients on financial strategies and solutions aligned to their needs
  • Develop long-term relationships through ongoing service, reviews, and follow-up
  • Leverage mentorship, training, and internal resources to grow your practice
  • Maintain compliance standards and complete required licensing
Qualifications
  • Strong communication skills and a relationship-first approach
  • Self-motivated, accountable, and comfortable in a performance-based environment
  • Demonstrated ability to set goals and execute consistently
  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
  • Bachelor's degree preferred
What We Offer
  • Uncapped commission structure with performance-based growth
  • Non-captive model with flexibility and autonomy
  • Training, coaching, and mentorship to support business development
  • A collaborative advisor community and proven infrastructure

Apply today on LinkedIn or connect to learn more.

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