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Wealth Associate Jobs in Indiana (NOW HIRING)

Royal Bank of Canada

Wealth Management Banker

Indianapolis, IN · On-site

$99K - $1M/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending ... Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

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Showing results 21-40

All JobsWealth Associate JobsWealth Associate Jobs in Indiana

Wealth Associate information

See Indiana salary details

$10

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How much do wealth associate jobs pay per hour?

As of Aug 14, 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?

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 August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,325 per year, or $18.9 per hour.

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab

Indianapolis, IN

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 6 days ago

Job description

Your opportunity

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory.  

Success in this role is driven by skills rather than a specific career path. 

  • Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.  
  • Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.  
  • Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities.  
  • Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.  

As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.

What you have

Required Qualifications 

  • Active and valid FINRA Series 7 license 
  • Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days) 
  • Minimum 1 year of financial services experience 

Preferred Qualifications 

  • Experience in inbound advisor, client, or operational support 
  • Experience supporting financial advisors, wealth management teams, or advisor-service workflows 
  • Experience with CRM, case management, or workflow platforms such as Salesforce 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities 


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply