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Personal Financial Assistant Jobs in Indiana (NOW HIRING)

Personal Banker

Elkhart, IN ยท On-site

$18.50 - $22.50/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Personal Banker

Elkhart, IN ยท On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Personal Banker

Carmel, IN

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Personal Banker

Carmel, IN ยท On-site

$19.25 - $23.50/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Financial Coordinator

Bloomington, IN ยท On-site

$50K - $57K/yr

... parking service funds. Assist parking managers and director, customers, vendors, various ... PERSONAL WORK RELATIONSHIPS Establish and maintain cooperative working relationships with those ...

Financial Analyst

Fort Wayne, IN ยท On-site

$55K - $62K/yr

This role will perform account reconciliations, assist with month-end and year-end close processes ... Paid Personal Time Off. * Paid Holidays. * Paid Uniforms. * Boot Reimbursement. Ellison Bakery is ...

Showing results 41-60

Personal Financial Assistant information

See Indiana salary details

$9

$22

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 11, 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:

$18 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago


Job description

Job Type
Full-time
Description
Personal Banker
Terre Haute, IN
$18-$20/hr - depending on experience
About First Farmers Bank & Trust
First Farmers Bank & Trust has been proudly serving families, farms, and businesses since 1885, building relationships rooted in trust and community. With over 140 years of experience, we've grown to become one of the largest community banks in Indiana and Illinois, offering a full range of financial services-from personal and business banking to agricultural lending and mortgage solutions.
Our mission is simple: deliver personalized financial services while fostering strong relationships that help our communities thrive. We believe in combining today's digital banking convenience with the traditional values of integrity, perseverance, and customer care.
With 37 branches in Indiana and Illinois, we remain deeply committed to the communities we serve. Through initiatives like financial education programs, scholarships, volunteerism, and local partnerships, we invest in what matters most-people.
At First Farmers, we also invest in our employees. We offer competitive benefits, opportunities for professional growth, and a culture that values collaboration and community engagement. When you join our team, you're not just starting a job-you're joining a company built on heart and grit.
Position Summary:
The Personal Banker is cross trained in all aspects of retail banking in order to provide the best customer experience in every interaction. This position is responsible for understanding all aspects of a client's banking needs. They are responsible for understanding branch operations as well as educating clients, retaining, and deepening customer relationships by offering value-added products and services as applicable. This position will process client transactions, open new accounts, and take/close loan applications.
Customer Service and Education:
  • Educate new existing customers about features and benefits of bank products and services
  • Proactively refer customers to appropriate personnel
  • Expand and retain bank customer relationships while growing new relationships from prospective customers
  • Open all consumer and commercial deposit accounts while looking for opportunities to cross-solve potential financial needs
  • Follow-up with all new accounts utilizing the 2-2-2 process
  • Conduct financial consultations with customers and take applications for all consumer loans including home equity line of credit applications

Branch Operations:
  • Process customer transactions, such as cashing checks, handling deposits, withdrawals, and cashier's checks, cash advances, property taxes, and wire transfers
  • Balance cash within teller drawer daily
  • Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department
  • Process/Order checks and all related products for customers
  • Assist in verifying currency shipments, drop-off and night drop deposits, balancing the cash machines, and branch vault
  • Engage in personal development activities such as online learning and internal/external training to assist in career growth
  • The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary

Requirements
Minimum Qualifications
  • This position requires a high school diploma

Preferred Qualification
  • Prior banking or customer service experience
  • Prior experience in cash handling

Skills
  • Strong cash handling abilities, knowledge of appropriate government regulations, comprehensive knowledge of bank products, and operations
  • Must have excellent communication and listening skills, a strong commitment to providing quality service, and attention to detail
  • Requires dedication to customer service, by responding in a professional manner to customer questions and problems
  • Must have the ability to maintain confidentiality in daily operations and interactions with customers and work effectively in a team setting

Work Environment
  • Primarily office or branch-based environment with standard business hours. Occasional travel to other branch locations or community events may be required
  • Daily extended use of banking software, secure digital platforms, and standard office equipment
  • Repetitive hand and arm movements
  • Ability to sit or stand for extended periods of time
  • Ability to lift up to 55 pounds as needed
  • Moderate business traveling

Benefits Overview:
At First Farmers Bank & Trust, we offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
Health & Wellness
  • Medical Insurance (eligible on date of hire) with options for High Deductible Health Plan (HDHP) and Co-Pay Plan
  • Vision Coverage
  • Dental Coverage
  • Prescription Plan
  • Wellness Incentive - earn up to $25 per pay period toward premium reduction

Financial Security
  • Life & Accidental Death & Dismemberment Insurance - 100% employer-paid
  • Short & Long-Term Disability Insurance - 100% employer-paid
  • 401(k) Plan
  • Profit Sharing Stock Option
  • Health Savings Account (HSA) contributions for HDHP participants

Paid Time Off
  • Vacation time
  • Sick Time
  • Personal Day
  • 11 Paid Holidays
  • Paid Bereavement

Additional Benefits
  • Paid time to volunteer (when representing FFBT and supervisor approved)
  • Voluntary Donated PTO Program
  • Employee Assistance Program
  • Travel Assistance Program
  • Educational Assistance Program
  • Corporate Discounts
  • Employee Referral Program
  • Stock Purchase Loan Option
  • Retirement Plan Counseling
  • Wellness Program
  • Gym Reimbursement
  • Employee Quarterly Recognition Program
  • AFLAC supplemental benefits
  • Cincinnati Life supplemental coverage
  • Family Medical Leave
  • Paid Bereavement Leave
  • Maternity Leave Policy

Salary Description
$18-$20/hr