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Investment Advisor Assistant Jobs in Indiana (NOW HIRING)

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

... Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-centric approach to ... Identify, communicate, assist, and resolve questions and concerns from clients with online systems ...

Socket.dev

Executive Office Administrator

Indianapolis, IN · On-site

$60 - $80/hr

... investment advising, and 401(k) management with a direct approach to financial planning. Allworth ... Facilities Assistance: Assist with addressing facilities-related issues and tasks, ensuring a well ...

CX Institutional LLC

Project Coordinator

Auburn, IN · On-site

... Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-centric approach to ... develop, document, and assist in implementing standard processes. Maintain documentation for ...

Boots

No7 Advisor (No7 Bonus)

Bedford, IN · On-site

We invest in your development through comprehensive training covering skin biology, ingredients ... Your journey could take you into roles such as Counter Manager or Assistant Manager, or into a wide ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN · On-site

This position will facilitate the sales and service of securities, annuities, registered investment ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

This position will facilitate the sales and service of securities, annuities, registered investment ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

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Showing results 21-40

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.

Vice President of Everence Asset Management Administration

EVERENCE SERVICES,

Goshen, IN • On-site

Full-time

Re-posted 4 days ago

Job description

POSITION SUMMARY

Oversees the Everence Asset Management (EAM) product lines and Administration Team, including supervision of staff members with a range of skills and responsibilities in operations and related technologies, administration, and product development.

RESPONSIBILITIES AND DUTIES

  1. Organize and oversee the EAM Administrative Team with the responsibility to produce outstanding internal and external customer experiences and service.
  2. Foster a culture supportive of our distribution system and continually enhance EAM platform usability for clients and for sales and support teams. 
  3. Partner with Everence staff across the organization to provide continuous improvement of EAM product offerings, technology, and service.
  4. Establish an environment that encourages innovation and creativity to enhance client services. 
  5. Oversee policies, procedures, systems, and fiscal management.
  6. Responsibility for budget activities related to Everence Trust Company (ETCO) and Everence Foundation (EF).
  7. Partner with the Compliance Officer and auditors to ensure compliance with policies, applicable laws, and regulations.
  8. Collaborate with the lead EAM investment officer and other members of Everence’s investment team to provide continuous improvement of EAM investment offerings and to oversee implementation of investment strategies in client portfolios. 
  9. Provide leadership of risk management for EAM lines of business.
  10. Partner with Accounting to produce financial reporting for applicable entity boards (ETCO and EF).
  11. Represent Everence professionally in internal and external settings, specifically including sales and support staff, as well as individual and organizational clients.

QUALIFICATIONS

Education: 

A relevant business degree is required, with an advanced degree or certification such as an MBA, CPA, or other related designation preferred

License(s)

Advanced certifications and/or licenses in the financial services industry are strongly preferred

Experience: 

Six to ten years of experience in financial or investment services or a professional role such as an investment advisor, attorney, CPA, or similar field

Skills and Abilities:

  1. Success in building high-performing teams. 
  2. Success supervising professional staff and creating an atmosphere of cooperation, support, and high productivity
  3. Successful involvement in closing client business or supervising others who are closing business, showing the ability to grow business while keeping compliance with policies, procedures, laws, and regulations
  4. Developing and supporting productive relationships with internal and external colleagues and partners

SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time