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Independent Financial Advisor Jobs in Indiana (NOW HIRING)

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... We provide comprehensive, independent financial advice to our clients with one simple transparent ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... We provide comprehensive, independent financial advice to our clients with one simple transparent ...

W3Global Inc.

Financial Advisor

Fort Wayne, IN · On-site

$100K - $120K/yr

Job Summary We are seeking an experienced Financial Advisor to join our team. The successful ... Ability to work independently and as part of a team * Strong knowledge of investment planning ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Crown Point, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... As such, they are considered independent contractors3 for income tax purposes, and a statutory ...

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Independent Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do independent financial advisor jobs pay per year?

As of May 28, 2026, the average yearly pay for independent financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Independent Financial Advisor, and why are they important?

To thrive as an Independent Financial Advisor, you need a strong grasp of financial planning, investment strategies, and regulatory compliance, typically backed by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management tools, and CRM systems is essential for effective client management. Strong interpersonal skills, active listening, and ethical judgment help build trust and long-term client relationships. These skills are crucial for delivering tailored financial solutions, maintaining client confidence, and ensuring regulatory adherence.

What are some common challenges Independent Financial Advisors face when building their client base?

Independent Financial Advisors often encounter challenges related to establishing credibility and trust with potential clients, especially when starting out or transitioning from a larger firm. Building a client base requires effective networking, proactive outreach, and ongoing relationship management. Advisors must also differentiate their services in a competitive market, comply with regulatory requirements, and stay updated on financial products to provide tailored advice. Success in this role depends on persistence, strong communication skills, and a commitment to delivering value to clients.

What are Independent Financial Advisors?

Independent Financial Advisors (IFAs) are professionals who provide impartial financial advice to clients. Unlike advisors tied to a single provider or company, IFAs can recommend products from across the entire market, ensuring that their advice is unbiased and tailored to the client's individual needs and circumstances. They help with areas such as investments, pensions, insurance, and retirement planning. To operate, IFAs must be appropriately qualified and authorized by relevant regulatory bodies in their country. Working with an IFA can help clients make informed financial decisions and achieve their long-term financial goals.

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

AspectIndependent Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, ChFC, or similar certifications often required
Work EnvironmentTypically self-employed or with independent firmsEmployed by firms, banks, or as independent consultants
Services OfferedPersonalized investment advice, financial planning, estate planningComprehensive financial planning, including investments, retirement, estate
Client FocusIndividual clients seeking tailored adviceIndividuals and families needing holistic financial plans

While both roles involve providing financial advice, Independent Financial Advisors often operate independently and may offer more personalized, flexible services. Financial Planners typically work within firms or organizations, focusing on comprehensive financial plans. The choice depends on your specific financial needs and preferred working relationship.

What are popular job titles related to Independent Financial Advisor jobs in Indiana? For Independent Financial Advisor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Independent Financial Advisor jobs in Indiana look for? The top searched job categories for Independent Financial Advisor jobs in Indiana are:
Independent Financial Advisor jobs near you

Financial Advisor

Valeo Financial Advisors

Carmel, IN • On-site

Other

Medical, Retirement, PTO

Posted 23 days ago

Job description

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview:

As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity.

This position requires consistent in-person office attendance at our Carmel, Indiana headquarters.
Duties and Responsibilities:

  • Prepare and review reports of clients investments, risk, and cash flow analyses, and tax and estate planning.
  • Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals.
  • Collect data, create plans using firm standard tools, and assist in presenting results.
  • Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities.
  • Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit.
  • Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics.
  • Follow Valeos systems and processes.
  • Other duties as assigned.

Requirements:

  • Bachelors degree or higher from an accredited university.
  • Currently hold or actively pursuing CFP designation.
  • Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer.
  • Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
  • Ability to serve as a fiduciary for every Valeo client.
  • A high degree of competence with Microsoft Office products and portfolio management and investment management software services.
  • Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients.
  • Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking.
  • Passion for securing clients assets and their financial goals and not focused on selling financial products.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

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