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Financial Wealth Planner Jobs in Indiana (NOW HIRING)

Huntington

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

Huntington

Wealth Planner

Indianapolis, IN

$51K - $70K/yr

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and ...

KeyCorp

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB ...

Keybank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

KeyBank

Key Private Bank Wealth Planner

Elkhart, IN · On-site

$96K - $181K/yr

Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

Keybank

Key Private Bank Wealth Planner

Indianapolis, IN

$96K - $181K/yr

Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to ... Contribute thought leadership on planning to the Key Wealth Institute * Performs other duties as ...

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Financial Wealth Planner information

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$132.7K

How much do financial wealth planner jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial wealth planner in Indiana is $91,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,100.00 per year, depending on experience, location, and employer.

What is a financial wealth planner?

A Financial Wealth Planner is a professional who helps individuals and families manage their finances to achieve long-term financial goals. They provide guidance on investments, retirement planning, estate planning, taxes, and insurance. By assessing your current financial situation and future objectives, they develop personalized strategies to grow and protect your wealth. Financial Wealth Planners often work with clients over many years to adjust plans as needs and market conditions change.

How does a financial wealth planner balance client acquisition with ongoing portfolio management responsibilities?

Financial Wealth Planners often juggle the dual responsibilities of attracting new clients and managing existing client portfolios. This requires effective time management and strong communication skills, as planners must regularly meet with prospective clients while also conducting portfolio reviews, rebalancing investments, and updating financial plans for current clients. Many firms support this balance by providing dedicated support teams or leveraging technology to streamline administrative tasks. Success in this role often hinges on building long-term relationships and maintaining a proactive approach to both business development and client service.

What are the key skills and qualifications needed to thrive as a financial wealth planner, and why are they important?

To thrive as a Financial Wealth Planner, you need strong analytical skills, in-depth knowledge of financial products, and a relevant degree in finance, economics, or a related field, often complemented by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, active listening, and trustworthiness distinguish top professionals in this role. These skills are crucial for building client trust, delivering tailored financial advice, and effectively managing complex financial portfolios.

What is the difference between Financial Wealth Planner vs Financial Advisor?

AspectFinancial Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, or similar
Work EnvironmentIndependent or firm-based financial planning firmsBank, brokerage, or independent firms
Primary FocusHolistic financial planning, estate, retirement, taxesInvestment management, product sales, portfolio advice
Client InteractionLong-term comprehensive planningInvestment advice, product recommendations

Financial Wealth Planners and Financial Advisors often share certifications and work in similar environments. However, Wealth Planners focus on comprehensive financial planning, including estate and tax strategies, while Financial Advisors primarily concentrate on investment management and product sales. Both roles serve clients' financial needs but differ in scope and approach.

How much do financial wealth planners earn?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Many also earn commissions or bonuses based on performance and assets managed, and certifications like the CFP can enhance earning potential.

How much do financial wealth planners get paid?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Compensation often includes commissions, fees, or a combination of both, and certifications like the CFP can influence earning potential.

What do financial wealth planners do?

Financial wealth planners analyze clients' financial situations to develop strategies for wealth accumulation, preservation, and growth. They provide advice on investments, estate planning, retirement, and tax strategies, often using financial planning software and holding certifications like CFP. Their goal is to help clients achieve their financial objectives through tailored plans and ongoing management.

What cities in Indiana are hiring for Financial Wealth Planner jobs?

Cities in Indiana with the most Financial Wealth Planner job openings:

Financial Wealth Planner jobs near you

Wealth Planner

Indianapolis, IN • On-site

Huntington
Banking and Credit Intermediation • 10K+ employees
Learn more about Huntingtonexternal

$51K - $70K/yr

Full-time

Re-posted 14 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

Job description

Description

Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.


Duties And Responsibilities

  • Lead financial planning engagements for clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm's planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor's degree
  • Minimum 8 years of experience in financial planning or wealth management.

Preferred Qualifications:

  • CFP designation preferred.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities

#LI-NG1

#LI-Onsite


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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