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Investment Advisor Assistant Jobs in Indiana (NOW HIRING)

Clearwater Private Wealth Advisors

Be Seen First

Associate Advisor

Fort Wayne, IN · On-site

$75K - $100K/yr

Role Overview Our Associate Advisors play a key role in delivering exceptional client experience ... appointments. * Assist with investment analysis, portfolio reviews, and account maintenance.

New

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 ...

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 ...

Forvis Mazars

$17 - $22.25/hr

... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an intern who will assist senior wealth management advisors in working ...

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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Showing results 1-20

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 Sep 7, 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 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 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 are the most commonly searched types of Investment Advisor jobs in Indiana?

The most popular types of Investment Advisor 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, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 2% Hybrid, and 1% Remote job distribution, with an average salary of $51,617 per year, or $24.8 per hour.

Financial Advisor - Leo, IN

Advisor Talent Solutions

Leo, IN

Full-time

Medical, Life, Retirement

Re-posted 14 days ago

Job description

Financial Advisor
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build a client base
  • Persuasive ability

Minimum Requirements:
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required

Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist the main Advisor with meeting individual and team goals
  • No cold calls; we provide access to the best leads

Salary:
Based on experience
Benefits:
  • Health Insurance Stipend
  • 401k
  • PT0

Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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