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Senior Financial Advisor Jobs in Indiana (NOW HIRING)

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Topo Advisors

Senior Financial Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

We are looking for a Senior Financial Analyst to provide world-class accounting and finance support ... Topo Advisors is an equal-opportunity employer, and we value diversity at our company. We don't ...

AllSTEM Connections

Sr Financial Analyst

Wheatfield, IN · On-site

$62K - $97K/yr

Job Title: Senior Finance & Strategic M&A Analyst Role Overview We are seeking a Senior Finance ... You will act as a key advisor for large-scale projects, including potential acquisitions and ...

SPX

$83K - $103K/yr

As the Senior Financial Analyst, Manufacturing, you will serve as a key finance business partner ... Serve as a trusted financial advisor to manufacturing leadership by supporting budgeting, KPI ...

Ronald Blue Trust

Financial Planner

Indianapolis, IN · On-site

$72K - $97K/yr

Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and ...

Blue Trust Inc

Financial Planner

Indianapolis, IN · On-site

$72K - $97K/yr

Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Indiana

Senior Financial Advisor information

See Indiana salary details

$66.1K

$126.7K

$199.8K

How much do senior financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for senior financial advisor in Indiana is $126,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $106,600.00 and $140,400.00 per year, depending on experience, location, and employer.

How does a Senior Financial Advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What are the key skills and qualifications needed to thrive as a Senior Financial Advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

What does a Senior Financial Advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What cities in Indiana are hiring for Senior Financial Advisor jobs? Cities in Indiana with the most Senior Financial Advisor job openings:
Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Indiana as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $126,712 per year, or $60.9 per hour.

Senior Financial Advisor

AFIN Family Wealth Management Inc

Munster, IN • On-site

Full-time

Medical, Dental, Retirement

Posted 13 days ago

Job description

Senior Financial Advisor
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Job Summary
As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills.
Required Experience and Education:
  • 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Life and Health Insurance license
  • Series 7 and 66 (or 63 and 65)

Required Knowledge, Skills, & Abilities:
  • Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite.
  • Excellent customer service, communications, and organizational skills
  • The ability to work on multiple projects simultaneously
  • Work independently as well as collaboratively within a team environment.
  • Positive attitude, high energy, and professional demeanor
  • Ability to exercise good judgment by recognizing urgency and setting priorities
  • Must pass criminal and credit background checks
  • Ability to quickly understand new concepts and learn new technology and systems
  • In-depth knowledge of financial markets, investment products, and wealth management strategies.
  • Demonstrated ability and commitment to goal-based planning and advice
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Job Duties and Responsibilities
  • Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation.
  • Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management.
  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Prepare financial plans, check their accuracy and implement financial plans
  • Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions
  • Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise.
  • Executes trades, as required
  • Stay up-to date with new industry trends and research market
  • Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities
Benefits
  • Health and dental insurance
  • 401k and 401k matching
  • Work-life balance
  • Ownership of book of business

Disclaimer
AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Schedule: Full-time
Travel: Local
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
1220 Kensington Rd, Ste 220
Oakbrook, IL 60523

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