ZipRecruiter

Log In

1

Personal Financial Assistant Jobs in Indiana (NOW HIRING)

Keybank

Personal Banker

Elkhart, 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 ...

KeyBank

Personal Banker

Elkhart, IN · 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 ...

Keybank

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 ...

KeyBank

Personal Banker

Carmel, IN · 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 ...

Bloomington, IN

Financial Coordinator

Bloomington, IN · 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 ...

Ellison Bakery LLC

Financial Analyst

Fort Wayne, IN · 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 ...

Merchants Bancorp

Floating Personal Banker

Richmond, IN · On-site

$17.25 - $21/hr

Open accounts, cross-sell products and services and assist in identifying customer financial needs ... The Personal Banker/Teller position is a full-time, non-exempt position. Our Benefits: Health ...

Farmers and Merchants State Bank

Personal Banker I

Monroe, IN · On-site

$17.75 - $21.50/hr

We are industry leaders because people trust us to handle their financial transactions with the ... Generate new business to assist in meeting profitability goals of the office, and production goals ...

F&M Bank

Personal Banker I

Monroe, IN · On-site

$17.75 - $21.50/hr

We are industry leaders because people trust us to handle their financial transactions with the ... Generate new business to assist in meeting profitability goals of the office, and production goals ...

KeyBank

Personal Banker - R-38969

Anderson, IN · 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 ...

previous page

Showing results 41-60

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 7, 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

Program Facilitator - Indy South

Sycamore Services, Inc.

Indianapolis, IN • On-site

Full-time

Re-posted 13 days ago

Job description

Job Type
Full-time
Description
The Program Facilitator (Team Lead (Day/Community)) role is responsible for supporting individuals with disabilities in achieving their personal goals through community integration and skill development. This role involves mentoring and advocating for participants, coordinating and supervising staff, and ensuring the successful implementation of individualized support plans. The position requires strong organizational, communication, and leadership skills to foster an inclusive and supportive environment while maintaining compliance with agency policies and regulatory standards.
Supervisory Responsibilities:
Day/Community Team
  1. Supervise, mentor, support, assign caseloads, and assess staff performance of direct subordinates, including Community Consultants when the Program Coordinator is unavailable.
  2. Assist with hiring and training of staff. Ensure training, including documentation, has been completed, signed, and submitted to HR.
  3. Assist with conducting 90-day performance evaluations for all supervised staff.
  4. Assist with conducting annual performance reviews of all supervised staff and help coordinate and lead meetings and other staff activities.
  5. Assist staff with providing services and staffing/coverage needs as necessary.
  6. Ensure staff's time is scheduled and entered daily.
  7. Assist with coordinating staff assignments and provide/ensure individual participant training has been completed.

Duties/Responsibilities:
Program Responsibilities
  1. Assist with ensuring outcomes for people with disabilities based on their desires, interests, and personal plans for the future.
  2. Assist with developing program curriculum for both individuals and groups in accordance with ISP goals.
  3. Provide opportunities for inclusion through training, advocacy, social interactions, invitations to participate, behavioral support, and planned activities.
  4. Lead group activities and discussions.
  5. Maintain a clean, organized, and safe working environment.
  6. Assist individuals in emergency drills or incidents in accordance with policy and procedures.

Planning
  1. Ensure that efforts are undertaken to implement each participant's choices.
  2. Provide input/feedback for individual-served Annual, Quarterly, and as-needed meetings.
  3. Assist with monitoring consumer funding utilization.
  4. Monitor Goals and Objectives to enhance individuals' independence and assure meaningfulness.
  5. Assist with updating information as necessary and maintain participant files and case records.

Communication
  1. Maintain open communication with families, care providers, agency staff, and state agencies.
  2. Assess the satisfaction of participants, families, and other providers.

Financial
  1. Assist with budgeting for monthly program expenses, including but not limited to: Cooking and Health classes.

Medical
  1. Assist with overseeing the administration of medications in accordance with support plans and agency policies.
  2. Ensure daily tasks are completed, including but not limited to goals, assigned activities, medication administration, and assistance with hygiene/toileting needs.
  3. Assist with maintaining the program, First Aid, and safety supplies.

Assurance
  1. Maintain accurate case records and documentation for all assigned individuals and locations.
  2. Complete incident and accident reports as warranted.
  3. Provide ongoing monitoring of ISP to ensure success and make suggestions to the Program Coordinator should changes be necessary.
  4. Assist with developing/maintaining safety and incident procedures within assigned locations in accordance with agency policies.

Case Records
  1. Maintain participant files and case records in accordance with agency, funding source, and CARF standards, ensuring all pertinent records are submitted for upload into the client electronic file.

Sycamore Services Team
  1. Champion organizational mission, vision, and philosophies.
  2. Maintain confidentiality of consumer and personnel information and records.
  3. Other duties as assigned.

Apply