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Investment Advisor Assistant Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Licensed Financial Advisor

Muncie, 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.

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

... client goals * Assist in coordinating tax planning activities, including quarterly estimates ... Entities registered as investment advisers with the Securities and Exchange Commission include ...

Cetera Financial Group, Inc.

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

... client goals * Assist in coordinating tax planning activities, including quarterly estimates ... Entities registered as investment advisers with the Securities and Exchange Commission include ...

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

... client goals * Assist in coordinating tax planning activities, including quarterly estimates ... Entities registered as investment advisers with the Securities and Exchange Commission include ...

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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 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.

Licensed Financial Advisor

First Merchant's Bank

Muncie, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

First Merchants Bank rating

7.8

Company rating: 7.8 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

88th of 175 rated banks

Job description

First Merchants Bank is seeking a Licensed Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company's mission statement utilizing an explicit standard of care focusing on the clients' best interests.
Essential Duties and Responsibilities:
  • Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.
  • Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.
  • Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.
  • Meet activity and production goas as established; includes develop within existing book of business.
  • Continuously work to establish and enhance existing customer and business referral relationships.
  • Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.
  • Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.
  • Respond timely to client and prospect requests.
  • Assist in the development of an annual sales plan.
  • Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.
  • Process security transactions through the designated broker/dealer as requested by clients.
  • Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.
  • Participate in civic activities to promote growth and development in the community and a positive image for the bank.
  • Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following:
  • High School diploma or equivalent (GED).
  • A minimum of three (3) years of securities sales, annuity sales or related experience.
  • Valid driver's license.
  • Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:
  • Bachelor's degree in finance, accounting or a related banking field.
  • Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

First Merchants offers the following:
  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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