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Wealth Advisor Assistant Jobs in Indiana (NOW HIRING)

Robert W Baird & Co

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 ...

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 ...

Baird Capital

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 ...

Burke Professional

Tax Accountant (CPA)

Richmond, IN · On-site

$62K/yr

Build Your CPA Career with Burke CPAs & Advisors Burke CPAs & Advisors is seeking a motivated Tax ... Prepare federal, state, and local tax returns for businesses and individuals. * Assist with tax ...

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Entry Level Attorney

Notre Dame, IN · On-site

$80K - $112K/yr

... assist attorneys with research, drafting, and transaction management. Early client contact and ... Advising clients on long‐term planning and wealth transfer Associates work closely with ...

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Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Municipal Attorney

South Bend, IN · On-site

$80K - $112K/yr

... assist attorneys with research, drafting, and transaction management. Early client contact and ... Advising clients on long‐term planning and wealth transfer Associates work closely with ...

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Urgent

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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.

Client Specialist

Robert W Baird & Co

Evansville, IN • On-site

Full-time

Re-posted 26 days ago

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.

  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.

  • May schedule client appointments and/or conference room for appointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies.

  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.

  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.

  • Detail oriented with an emphasis on accuracy.

  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.

  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.

  • Good analytical and critical problem-solving skills.

  • Bachelor's degree preferred, not required.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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