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Private Client Associate Jobs in Indiana (NOW HIRING)

Clearwater Private Wealth Advisors

Be Seen First

Associate Advisor

Fort Wayne, IN · On-site

$75K - $100K/yr

Role Overview Our Associate Advisors play a key role in delivering exceptional client experience ... Company Description Clearwater Private Wealth Advisors is a holistic, client centric advisory ...

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

HUB

Associate Account Manager, Personal Lines

Mooresville, IN · On-site

$44K - $60K/yr

Job Responsibilities The Associate Account Manager in the First Call Resolution Team supports the ... As a Private Client Producer, you will build a book of business and therefore build residual income ...

HUB

Associate Account Manager, Personal Lines

Indianapolis, IN · On-site

$43K - $58K/yr

Job Responsibilities The Associate Account Manager in the First Call Resolution Team supports the ... As a Private Client Producer, you will build a book of business and therefore build residual income ...

HUB

Associate Account Manager, Personal Lines

Merrillville, IN · On-site

$44K - $59K/yr

Job Responsibilities The Associate Account Manager in the First Call Resolution Team supports the ... As a Private Client Producer, you will build a book of business and therefore build residual income ...

HUB

Associate Account Manager, Personal Lines

Troy, IN

$38K - $52K/yr

Job Responsibilities The Associate Account Manager in the First Call Resolution Team supports the ... As a Private Client Producer, you will build a book of business and therefore build residual income ...

HUB

Associate Account Manager, Personal Lines

Mishawaka, IN · On-site

$41K - $56K/yr

Job Responsibilities The Associate Account Manager in the First Call Resolution Team supports the ... As a Private Client Producer, you will build a book of business and therefore build residual income ...

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Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Indiana

Private Client Associate information

See Indiana salary details

$27.2K

$48.8K

$89.1K

How much do private client associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for private client associate in Indiana is $48,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,747.00 and $61,870.00 per year, depending on experience, location, and employer.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Indiana?

For Private Client Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Indiana look for?

The top searched job categories for Private Client Associate jobs in Indiana are:

What cities in Indiana are hiring for Private Client Associate jobs?

Cities in Indiana with the most Private Client Associate job openings:

Infographic showing various Private Client Associate job openings in Indiana as of August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 62% Physical, 4% Hybrid, and 34% Remote job distribution, with an average salary of $48,831 per year, or $23.5 per hour.

Associate Advisor

Fort Wayne, IN • On-site

Clearwater Private Wealth Advisors
See more jobs at Clearwater Private Wealth Advisorsexternal

$75K - $100K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

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Job description

Role Overview

Our Associate Advisors play a key role in delivering exceptional client experience and supporting senior advisors in all aspects of planning and relationship management. The Associate Advisor will work closely with senior advisors to prepare investment plans, support client relationships, and ensure high‐quality execution across planning, investment management, and service workflows. This role is ideal for someone who is detail‐oriented, growth‐minded, and eager to advance toward a lead advisor position.


Key Responsibilities

  • Support senior advisors in delivering comprehensive wealth planning and client service.
  • Build and update wealth plans using eMoney, including data gathering, plan input, scenario modeling, and client portal support.
  • Prepare meeting materials, review documents, and follow‐up summaries for client appointments.
  • Assist with investment analysis, portfolio reviews, and account maintenance.
  • Coordinate with operations and compliance teams to ensure accurate and timely execution of client requests.
  • Manage ongoing client communication, including service requests, updates, and proactive outreach.
  • Participate in client meetings as appropriate and gradually take on more direct client interaction.
  • Contribute to practice efficiency through process improvement and documentation.


Qualifications

  • 3–7 years of experience in investment planning, wealth management, or advisory support.
  • Proficiency with eMoney preferred.
  • Solid understanding of wealth planning concepts (retirement, investments, insurance, tax basics).
  • Strong attention to detail and ability to manage multiple priorities.
  • Excellent communication skills — written, verbal, and client‐facing.
  • Bachelor’s degree required; progress toward CFP® or CFA or willingness to pursue it strongly preferred.
  • FINRA Series 7 & 66 securities registrations (or ability to obtain within a defined timeframe).


What We Offer

  • Competitive compensation with opportunities for advancement.
  • Strong mentorship from senior advisors and leadership.
  • Access to robust planning tools, investment platforms, and operational support.
  • A collaborative, growth‐oriented culture focused on delivering exceptional client experiences.
  • Clear career path toward becoming a Lead Advisor.


Company Description

Clearwater Private Wealth Advisors is a holistic, client centric advisory practice committed to delivering clarity, confidence, and long term financial stewardship. We serve individuals, families, and business owners seeking thoughtful guidance, disciplined strategy, and a relationship built on trust.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Clearwater Private Wealth Advisors is a separate entity from WFAFN.