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Personal Financial Assistant Jobs in Indiana (NOW HIRING)

Thrive Financial, LLC

Senior Financial Analyst

Domestic, IN · Remote

$100K - $115K/yr

Drive the continuous close process with a strict 5-business-day (5BD) month-end target. Assist with ... Personal Attributes: * Energized by Ownership: Comfortable executing day-to-day disbursements while ...

STAR Financial Group

PERSONAL BANKER - LIMA RD.

Fort Wayne, IN · On-site

$17.75 - $21.50/hr

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality ... Provide customers with account-based information and assist with other services. * Maintain and ...

First Farmers Bank & Trust

Personal Banker

Carmel, IN · On-site

$18 - $22/hr

Through initiatives like financial education programs, scholarships, volunteerism, and local ... Process/Order checks and all related products for customers * Assist in verifying currency ...

First Farmers Bank & Trust

Personal Banker

Sullivan, IN

$18 - $20/hr

... financial needs * Assist in verifying currency shipments, drop-off and night drop deposits ... Engage in personal development activities such as online learning and internal/external training to ...

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All JobsPersonal Financial JobsPersonal Financial Assistant JobsPersonal Financial Assistant Jobs in Indiana

Personal Financial Assistant information

See Indiana salary details

$9

$22

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for personal financial assistant in Indiana is $22.05, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $24.71 per hour, depending on experience, location, and employer.

What qualifications do you need to be a personal financial assistant?

A personal financial assistant typically needs a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a personal financial assistant, and why are they important?

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

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

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.
What are popular job titles related to Personal Financial Assistant jobs in Indiana? For Personal Financial Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Indiana look for? The top searched job categories for Personal Financial Assistant jobs in Indiana are:
What cities in Indiana are hiring for Personal Financial Assistant jobs? Cities in Indiana with the most Personal Financial Assistant job openings:
Personal Financial Assistant jobs near you

Financial Consultant (Personal Banker Equivalent)

Thrive Credit Union

Anderson, IN • On-site

$21/hr

Full-time

Posted 15 days ago

Job description

We're looking for an experienced banking professional who enjoys building relationships, helping members reach financial goals, and making lending decisions that truly impact people's lives.
If you've built your career in banking and enjoy helping people more than simply processing transactions, we'd love to meet you.
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and create lasting relationships built on trust.
This is not an entry-level position. We're looking for someone with previous banking or credit union experience who is confident opening accounts, identifying member needs, and delivering an exceptional member experience.
What You'll Do
As a Financial Consultant, you'll serve as a trusted resource for our members by:
Building Relationships
  • Welcome members and create an exceptional service experience from the moment they walk through the door.
  • Open new accounts and educate members on products and services that support their financial goals.
  • Ask thoughtful questions to uncover member needs and confidently recommend appropriate financial solutions.
  • Build lasting relationships that encourage members to choose Thrive for all of their financial needs.

Guiding Lending Conversations
  • Interview members and gather information to complete consumer loan applications.
  • Ensure loan applications are accurate, complete, and ready for review by our Loan Officers.
  • Answer questions and help members understand the lending process from application through closing.

Supporting the Branch Team
  • Assist with teller transactions during busy periods and provide accurate, efficient service.
  • Serve members through multiple channels, including in person, by phone, online, and through text messaging.
  • Participate in outbound member outreach to strengthen relationships and identify opportunities to better serve our members.
  • Contribute to individual and branch goals while maintaining a member-first mindset.

What We're Looking For
We're looking for someone who enjoys connecting with people and takes pride in helping others succeed financially.
Our ideal candidate has:
  • Previous experience working in a bank or credit union (required)
  • Experience opening new accounts and discussing financial products with customers or members
  • Strong relationship-building and communication skills
  • The ability to identify member needs and confidently recommend appropriate solutions
  • Excellent attention to detail and organizational skills
  • The ability to thrive in a fast-paced, team-oriented environment
  • Previous consumer lending experience is a plus, but not required

Why Thrive Credit Union?
At Thrive, we believe banking is personal.
Our Financial Consultants have the opportunity to make a real impact by helping members navigate important financial decisions and improve their financial well-being. You'll work alongside a supportive team that values collaboration, exceptional service, and doing what's right for our members. If you're looking for an opportunity where relationships matter, your experience is valued, and your work makes a difference every day, we'd love to hear from you.

Apply