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Financial Wellness Jobs in Indiana (NOW HIRING)

Crossroads YMCA

Wellness Coach I

Crown Point, IN · On-site

$11/hr

Build Strength. Be the Wellness Coach Who Makes a Difference at the Y! Apply Today! POSITION ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

Crossroads YMCA

Wellness Coach I

Crown Point, IN · On-site

$11/hr

Build Strength. Be the Wellness Coach Who Makes a Difference at the Y! Apply Today! POSITION ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

Northwest

Financial Center Banker

Bloomfield, IN · On-site

$18 - $22.25/hr

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and ...

Northwest Bank

Financial Center Banker

Bloomfield, IN · On-site

$18 - $22.25/hr

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and ...

Northwest

Financial Center Banker

North Webster, IN · On-site

$16.50 - $20.50/hr

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and ...

Northwest Bank

Financial Center Banker

Winchester, IN · On-site

$16 - $20/hr

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and ...

Northwest

Financial Center Banker

Winchester, IN · On-site

$16 - $20/hr

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and ...

Keybank

Personal Banker

Carmel, IN · On-site

$20.67 - $31.25/hr

Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.

KeyBank

Personal Banker - R-38969

Anderson, IN · On-site

$20.67 - $31.25/hr

Listen for clues for financial wellness opportunities during in-person and over the phone client conversations, and provide effective and customized financial wellness recommendations to clients.

Keybank

Private Client Banker

Angola, IN · On-site

$25 - $38.46/hr

Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions ...

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Financial Wellness information

What is financial wellness?

Financial wellness refers to the state of having control over your day-to-day finances, being able to absorb a financial shock, and being on track to meet your financial goals. It involves understanding your financial situation, managing expenses, saving for the future, and making informed decisions about money. Achieving financial wellness can reduce stress, improve quality of life, and provide the freedom to make choices that allow you to enjoy life. Many organizations and financial advisors offer resources and programs to help individuals enhance their financial wellness.

What are the key skills and qualifications needed to thrive as a financial wellness specialist?

To thrive as a Financial Wellness Specialist, you need a solid understanding of personal finance principles, budgeting, and financial planning, often supported by a degree in finance or a related field. Familiarity with financial planning software, budgeting apps, and relevant certifications like Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) is typically required. Strong communication, empathy, and problem-solving skills set you apart in helping clients achieve financial goals. These skills and qualifications are crucial to effectively guide individuals toward financial stability and empower them to make informed financial decisions.

How does a financial wellness professional typically collaborate with other departments within an organization?

Financial Wellness professionals often work closely with Human Resources, Benefits, and Learning & Development teams to create and deliver financial education programs for employees. They may assist in tailoring workshops, providing one-on-one counseling, and integrating financial wellness resources into broader employee benefits packages. Effective collaboration ensures that financial wellness initiatives align with organizational goals and address the diverse needs of the workforce, enhancing employee engagement and retention.

What is the difference between Financial Wellness vs Financial Advisor?

AspectFinancial WellnessFinancial Advisor
CredentialsNone required, often self-directed or educationalCertifications like CFP, CFA, or ChFC typically required
Work EnvironmentPersonal, educational, or corporate wellness programsClient-facing, financial planning firms, or banks
Employer & IndustryEmployers, wellness companies, or self-employedFinancial services firms, banks, or independent practice
Search & Comparison IntentFocus on personal financial health and educationSeeking personalized financial planning and investment advice

Financial Wellness emphasizes improving personal financial health through education and behavioral strategies, often without formal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, usually requiring professional credentials. Both roles aim to enhance financial stability but differ in scope, credentials, and work environment.

How to work on financial wellness?

Financial wellness professionals focus on helping individuals improve their financial health through budgeting, debt management, and savings strategies. Developing skills in financial planning, using tools like spreadsheets or financial software, and obtaining relevant certifications can enhance effectiveness. Regularly reviewing financial goals and staying informed about personal finance best practices are key components of working on financial wellness.

What are the most commonly searched types of Financial Wellness jobs in Indiana?

The most popular types of Financial Wellness jobs in Indiana are:

What are popular job titles related to Financial Wellness jobs in Indiana?

For Financial Wellness jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Financial Wellness jobs in Indiana look for?

The top searched job categories for Financial Wellness jobs in Indiana are:

Financial Wellness jobs near you
Infographic showing various Financial Wellness job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Services Representative (retirement planning)

State Farm

Carmel, IN • On-site

$85K - $100K/yr

Full-time

Retirement, PTO

Re-posted 20 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,554 frontline employees who took The Breakroom Quiz

238th of 310 rated insurance

Job description

Job Type
Full-time
Description
Are you driven by a highly competitive compensation structure, while serving your community and helping others?
Is securing your financial independence and inspiring others to do the same important to you?
Are you a competitive person who loves to win?
Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service.
This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'!
Requirements
Benefits package:
  • Opportunity to earn a trip for you plus 1, or a key motivator to tie in your personal and professional goals!
  • Base pay plus commission and bonuses. Average first year producer is 75-85k with uncapped potential.
  • No Nights or Weekends, unless you're a hunter who wishes to grind during this time!
  • Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, Team Contests and so much more!
  • Fun, positivity-forward work culture. We enjoy helping people, and it shows!
  • Office outings several times per year, including office lunches, etc.
  • Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture-one that emphasizes growth, positive team chemistry, and high expectations.

RESPONSIBILITIES:
  • Engage with prospective customers through calls, emails, and community outreach.
  • Develop and maintain a pipeline of potential new business opportunities.
  • Schedule and conduct follow-up interactions to support acquisition goals.
  • Collaborate with team members to coordinate outreach strategies.
  • Track activity and report progress toward established objectives.
  • Maintain compliance with office and regulatory procedures.

QUALIFICATIONS:
  • Must be willing, or already have obtained your IN Life & Health Insurance License.
  • Licensing for new Industry hires will be paid for
  • Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Salary Description
85,000-100,000

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