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Wealth Associate Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific ...

Focus Partners Wealth

Tax Associate

South Bend, IN · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for wealth associate in Indiana is $18.91, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.66 per hour, depending on experience, location, and employer.

What does a Wealth Associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a Wealth Associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Indiana? The most popular types of Wealth jobs in Indiana are:
What cities in Indiana are hiring for Wealth Associate jobs? Cities in Indiana with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Indiana as of June 2026, with employment types broken down into 16% Full Time, 78% Part Time, 2% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $39,325 per year, or $18.9 per hour.
Private Wealth Advisor, Assoc

Private Wealth Advisor, Assoc

Old National Bank

Terre Haute, IN • On-site

$42K - $48K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted yesterday

Old National Bank rating

8.0

Company rating: 8.0 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

54th of 144 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client's goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $42,000 - $48,000 / plus commision per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.
Key Accountabilities
Manage a portfolio of client relationships:
  • Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
  • Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
  • Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.

Provide Advice to clients through Financial Planning:
  • Be able to prepare a financial plan to address the client's personal goals and objectives while collaborating with our dedicated financial planning team as needed.

Prospect and develop new wealth business opportunities:
  • Foster productive relationships with Consumer and Commercial business partners.
  • Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
  • Develop partnerships with centers of influence outside of the bank.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
  • Consistently researching and developing subject matter expertise to consult clients appropriately.
  • Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
  • Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Key Competencies for Position
  • Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
  • Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
  • Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
  • Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
  • Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
  • Client Service - Provide impeccable service to create a superior client experience.

Qualifications and Education Requirements
  • Bachelor's degree in Finance, Business, or related field, preferred.
  • 3 years of retail or institutional wealth/investment experience preferred.
  • Must possess strong relationship building skills including verbal and written communication skills.
  • Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
  • Must possess excellent sales and closing skills.
  • Series 6 or 7 licenses to sell brokerage products.
  • State Life and Health Insurance Licenses, preferred.
  • CFP, MBA, or Professional designation(s) preferred.
  • Ability to build and develop a robust sale pipeline.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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