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Wealth Management Analyst Jobs in Indiana (NOW HIRING)

Goelzer Investment Management

Wealth Advisor

Carmel, IN · On-site

This role blends strategic financial planning, investment management, and deep personal engagement ... Provide ongoing portfolio analysis, performance reporting, and strategic recommendations. * Stay ...

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All JobsWealth Management Analyst JobsWealth Management Analyst Jobs in Indiana

Wealth Management Analyst information

See Indiana salary details

$27.2K

$70.1K

$130.3K

How much do wealth management analyst jobs pay per year?

As of Jul 26, 2026, the average yearly pay for wealth management analyst in Indiana is $70,121.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,059.00 and $91,399.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

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

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising clients on financial plans and investments

The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.

What does a Wealth Management Analyst do?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

How does a Wealth Management Analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.
What are popular job titles related to Wealth Management Analyst jobs in Indiana? For Wealth Management Analyst jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Wealth Management Analyst jobs in Indiana look for? The top searched job categories for Wealth Management Analyst jobs in Indiana are:
Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Indiana as of July 2026, with employment types broken down into 2% Locum Tenens, 84% Full Time, 9% Part Time, 1% Temporary, and 4% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $70,121 per year, or $33.7 per hour.
Private Wealth Management Wealth Advisor

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

65th of 170 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
  • Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
  • Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
  • Generates large new business opportunities on a consistent basis
  • Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
  • Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
  • Ensures that account administration complies with fiduciary principles
  • Coordinates client service activities with other wealth management partners
  • Mentors and coaches junior trust advisors

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in Business, Finance, Economics, Accounting or a related field
  • Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
  • Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
  • Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

Preferences
  • Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
  • Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies
  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines simultaneously
  • Advanced analytical and problem-solving skills, including attention to detail
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent presentation and sales abilities
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong organizational skills

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
Median:
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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