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Wealth Management Advisor Jobs in Indiana (NOW HIRING)

Old National Bank

1834 Wealth Advisor III

Evansville, IN · On-site

$77K - $199K/yr

1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-KY ... Manage a portfolio of client relationships: Including, but not limited to regular client meetings ...

Old National Bank

1834 Wealth Advisor III

Indianapolis, IN · On-site

$77K - $199K/yr

1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-KY ... Manage a portfolio of client relationships: Including, but not limited to regular client meetings ...

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All JobsWealth Management Advisor JobsWealth Management Advisor Jobs in Indiana

Wealth Management Advisor information

See Indiana salary details

$44.7K

$98.1K

$141.3K

How much do wealth management advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for wealth management advisor in Indiana is $98,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a wealth management advisor?

A Wealth Management Advisor is a financial professional who helps clients manage their finances, investments, and other assets to achieve their long-term financial goals. They provide personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management. Wealth Management Advisors often work with high-net-worth individuals, families, or businesses to create comprehensive financial plans tailored to each client's unique needs. Their services typically involve ongoing portfolio management and regular reviews to ensure clients stay on track with their objectives.

What are the key skills and qualifications needed to thrive as a wealth management advisor, and why are they important?

To thrive as a Wealth Management Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, portfolio management systems, and certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly valued. Excellent interpersonal skills, active listening, and trustworthiness help advisors build lasting client relationships and understand individual financial goals. These skills and qualifications are crucial for providing tailored financial advice, managing client portfolios effectively, and growing a successful advisory practice.

What is the difference between Wealth Management Advisor vs Financial Planner?

AspectWealth Management AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7/66 often preferred
Work EnvironmentFinancial firms, banks, independentIndependent practice or firms, financial institutions
Primary FocusComprehensive wealth strategies, investments, estate, tax planningFinancial planning, budgeting, retirement, investments
Client InteractionHigh-touch, ongoing relationship managementGoal-based planning, advice, and recommendations

While both roles involve helping clients manage their finances, Wealth Management Advisors typically focus on comprehensive wealth strategies, including investments and estate planning, often working within financial firms. Financial Planners concentrate on creating personalized financial plans, covering budgeting, retirement, and investments, often operating independently or within planning firms. Both roles require similar certifications and serve clients seeking tailored financial guidance.

How do you become a wealth management advisor?

To become a wealth management advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience through internships or entry-level financial roles and developing strong interpersonal and analytical skills are also important steps in the process.

What are some common challenges wealth management advisors face when building and maintaining a client portfolio?

Wealth Management Advisors often encounter challenges such as establishing trust with new clients, navigating complex financial regulations, and staying updated on changing market conditions. Building a diverse client base requires strong relationship-building skills and persistence, as well as the ability to tailor financial strategies to individual needs. Additionally, managing client expectations and effectively communicating investment risks and opportunities are essential for long-term success in this role.
What are the most commonly searched types of Wealth Management Advisor jobs in Indiana? The most popular types of Wealth Management Advisor jobs in Indiana are:
What cities in Indiana are hiring for Wealth Management Advisor jobs? Cities in Indiana with the most Wealth Management Advisor job openings:
What are popular job titles related to Wealth Management Advisor jobs in IN? For Wealth Management Advisor jobs in IN, the most frequently searched job titles are:
Wealth Management Advisor jobs near you
Infographic showing various Wealth Management Advisor job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,087 per year, or $47.2 per hour.

VP, Wealth Management

Everwise Credit Union

South Bend, IN • On-site

Full-time

Re-posted 20 days ago

Job description

Job Description:

Position Summary:

The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union's Wealth Management function. The incumbent provides oversight leadership for all investment advisory, brokerage, trust, and financial planning services. The VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. This role reports to the Chief Banking Officer.

Primary Responsibilities & Duties:

  • Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.

  • Define the Wealth Management teams multi-year strategic roadmap including new products, digital advisory capabilities, and emerging wealth solutions.

  • Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.

  • Develop budgets and accountable for Wealth Management revenue optimization, expense management, margin expansion, and long-term financial sustainability.

  • Establish and implement enterprise-level operational frameworks that are efficient, scalable, and provide quality service to our members.

  • Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).

  • Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.

  • Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.

  • Champion the design and delivery of a holistic, relationship-based financial planning experience that differentiates Everwise in the marketplace.

  • Identify and implement strategies to elevate advisor productivity, deepen member relationships, and expand advisory capabilities.

  • Oversee experience-driven service models that support high net-worth, mass affluent and emerging wealth members.

  • Direct enterprise risk management practices for all investment and advisory activities including supervision and compliance oversight.

  • Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.

  • Build highly effective and well-informed advising teams.

  • Drive cross-functional integration with Retail, Digital, Marketing, Finance and Commercial teams.

Knowledge/ Skills:

  • Deep knowledge of financial planning, investment strategies, and regulatory compliance.

  • Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution.

  • Strong business acumen with deep knowledge of investment, fiduciary and advisory practices.

  • Strong leadership, influencing, and team development skills.

  • Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences.

  • High integrity and commitment to member-centric service.

Minimum Requirements:

  • Bachelor's degree in Finance, Business Administration, or related field (Master's or MBA preferred).

  • 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.

  • 8+ years leadership experience with proven experience leading teams.

  • FINRA Series 7, 24, and 63 (or equivalent) required; CFP designation strongly preferred.

  • Proven track record of driving growth and profitability in a wealth management or investment services environment.

  • Experience working with a broker/dealer preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Apply