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Wealth Advisor Assistant Jobs in Indiana (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... assist in client meetings on compliance and consulting projects related to tax planning ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN · On-site

$51K - $101K/yr

Review IRA account documentation and onboarding materials to confirm completeness and consistency with regulatory requirements. * Assist Wealth Advisors by reviewing IRA contribution and distribution ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN · On-site

$51K - $101K/yr

Review IRA account documentation and onboarding materials to confirm completeness and consistency with regulatory requirements. * Assist Wealth Advisors by reviewing IRA contribution and distribution ...

Vertis Wealth

Estate and Document Attorney

Fort Wayne, IN · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential based on client ...

Vertis Wealth

Estate and Document Attorney

South Bend, IN · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential based on client ...

Baird

Client Specialist

Evansville, IN · On-site

... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

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Showing results 21-40

All JobsWealth Advisor JobsWealth Advisor Assistant JobsWealth Advisor Assistant Jobs in Indiana

Wealth Advisor Assistant information

See Indiana salary details

$27.1K

$51.6K

$86.6K

How much do wealth advisor assistant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth advisor assistant in Indiana is $51,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 per year, depending on experience, location, and employer.

What is a wealth advisor assistant?

Wealth Advisor Assistants are professionals who support wealth advisors or financial planners in delivering financial services to clients. Their responsibilities typically include administrative tasks, preparing client documents, scheduling meetings, conducting research, and helping with client communications. They play a vital role in ensuring that the wealth management process runs smoothly and efficiently, allowing wealth advisors to focus more on client relationships and strategic planning. Wealth Advisor Assistants often possess strong organizational skills, attention to detail, and a basic understanding of financial concepts.

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

AspectWealth Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, CFP certification preferredSimilar certifications, often the same as Wealth Advisor Assistant
Work EnvironmentSupports wealth management teams, high-net-worth client focusSupports financial planners, broad client base
Industry UsageCommon in private banking and wealth management firmsUsed across financial planning and investment firms
Job ResponsibilitiesAssists with portfolio management, client communication, and researchSupports financial planning, client meetings, and documentation

Both roles involve supporting financial professionals, but Wealth Advisor Assistants typically focus on high-net-worth clients and wealth management tasks, while Financial Advisor Assistants may work with a broader client base. The certifications and work environment are quite similar, making these roles closely related in the financial industry.

What are the day-to-day responsibilities of a wealth advisor assistant?

Wealth Advisor Assistants typically handle a variety of tasks including preparing client meeting materials, managing account paperwork, scheduling appointments, and responding to client inquiries. They play a crucial role in maintaining accurate records, processing transactions, and ensuring compliance with industry regulations. By managing these administrative and operational tasks, they free up Wealth Advisors to focus more on client relationships and financial planning. Additionally, assistants often collaborate closely with advisors and other support staff, fostering a team-oriented environment.

What skills and qualifications are needed to thrive as a wealth advisor assistant?

To thrive as a Wealth Advisor Assistant, you need strong organizational skills, attention to detail, and a solid understanding of financial products and services, often supported by a degree in finance or a related field. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically required, along with FINRA Series 7 or 66 certifications in some firms. Exceptional communication, discretion, and client service skills help build trust and facilitate smooth interactions with clients and advisors. These skills are essential for ensuring accurate account management, effective client support, and maintaining the professional reputation of the advisory team.
What are the most commonly searched types of Wealth Advisor jobs in Indiana? The most popular types of Wealth Advisor jobs in Indiana are:
What cities in Indiana are hiring for Wealth Advisor Assistant jobs? Cities in Indiana with the most Wealth Advisor Assistant job openings:
Wealth Advisor Assistant jobs near you
Infographic showing various Wealth Advisor Assistant job openings in Indiana as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,617 per year, or $24.8 per hour.

Financial Advisor

SYM Financial Corporation

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Description:

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?


Who is SYM?

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients.


In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.


To learn more about our company, visit this link: SYM Financial. Who We Are.


What does this role entail?

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:

  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence


Requirements:

What are we looking for?

Must Haves:

  • You have a Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you?

Pay / benefits are competitive based on industry standards.

  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
  • 401(k); 6% Match
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • Tuition / Certification Assistance Program
  • A defined career framework to help you successfully manage your career goals