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Investment Advisor Assistant Jobs in Indiana (NOW HIRING)

Elevance Health

Investment Analyst

Indianapolis, IN · On-site

Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ... AFA > Investments Please be advised that Elevance Health only accepts resumes for compensation from ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ... AFA > Investments Please be advised that Elevance Health only accepts resumes for compensation from ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

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 ... assist in presenting results. * Ensure the completion of technical/investment items from client ...

Honda

Assistant Service Advisor

Whitestown, IN · On-site

Assistant Service Advisor Join a Premier Automotive Team Tom Wood Group Tom Wood Honda is seeking a ... We invest in our people through training, development, and advancement opportunities. Our culture ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Indiana

Investment Advisor Assistant information

See Indiana salary details

$27.1K

$51.6K

$86.6K

How much do investment advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for investment advisor assistant in Indiana is $51,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 per year, depending on experience, location, and employer.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.
What are the most commonly searched types of Investment Advisor jobs in Indiana? The most popular types of Investment Advisor jobs in Indiana are:
What are popular job titles related to Investment Advisor Assistant jobs in Indiana? For Investment Advisor Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Assistant jobs in Indiana look for? The top searched job categories for Investment Advisor Assistant jobs in Indiana are:
What cities in Indiana are hiring for Investment Advisor Assistant jobs? Cities in Indiana with the most Investment Advisor Assistant job openings:
Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,617 per year, or $24.8 per hour.

Assistant Financial Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 days ago

Job description

Description:

Assistant Financial Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.


What You’ll Do

  • Attend client meetings
  • Prepare meeting agendas, gather data, and create follow-up communications
  • Deliver exceptional client service and support
  • Handle client inquiries professionally and promptly
  • Maintain accurate CRM records
  • Support financial plan preparation and data input
  • Participate in team meetings and collaborative projects

What You Bring

  • Strong client service and communication skills
  • Proven experience in customer satisfaction roles
  • Basic understanding of finance
  • Ability to multitask in a fast-paced environment
  • Excellent attention to detail
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

  • Clear, structured track to Lead Advisor
  • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
  • Collaborative, professional culture
  • Opportunities to take on more responsibility as you progress
  • Competitive compensation and benefits

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k)
  • Short-Term & Long-Term Disability
  • Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements:

Education & Experience

  • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
  • 1–3 years of experience in financial services, client service, or professional office environment
  • Experience supporting advisors, planners, or client service teams a plus
  • Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
  • Basic understanding of financial planning concepts, investment types, and account structures
  • Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
  • Exceptional verbal and written communication skills
  • Ability to explain processes clearly and professionally
  • Demonstrated success in high-touch client service roles
  • Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
  • High attention to detail with low error rates
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong problem-solving skills with the ability to anticipate advisor and client needs
  • Skilled at organizing data and preparing meeting materials
Professional Attributes
  • Team-player mindset with a willingness to learn and grow into an advisor role
  • Resourceful, self-motivated, and takes ownership of work
  • Maintains confidentiality and handles sensitive information appropriately
  • Positive attitude, adaptable, and calm under pressure