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Wealth Planning Associate Jobs in Fishers, IN (NOW HIRING)

Ceritypartners

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

Cerity Partners

Wealth Planner

Indianapolis, IN · On-site

$51K - $70K/yr

Ability to train and mentor Client Service Associates * Ability to develop wealth planning and investment recommendations and present to clients when applicable * Working knowledge of e-Money ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Cetera Financial Group, Inc.

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

... wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our ... associates preferred Travel Requirements: Up to 5% Compensation: The base salary range for this ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Fishers, IN

Wealth Planning Associate information

See Fishers, IN salary details

$36K

$73.3K

$101.1K

How much do wealth planning associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for wealth planning associate in Fishers, IN is $73,273.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,900.00 and $85,600.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Fishers, IN?

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The top searched job categories for Wealth Planning Associate jobs in Fishers, IN are:

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Wealth Planning Associate jobs near you

Wealth Planner

Ceritypartners

Indianapolis, IN • On-site

$51K - $70K/yr

Full-time

Posted 15 days ago

Job description

Position Summary:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

  • Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.

  • Proactively interact with clients and assist in creating an outstanding client experience.

  • Schedule client meetings.

  • Receive client calls and resolve questions/issues as needed.

  • Analyze and input client data into financial planning software.

  • Assist with the timely completion and submission of all client related transaction requests.

  • Preparing forms and reports for client meetings.

  • Conduct independent research and build financial plans for prospective clients.

  • Develop client recommendations with assistance from the Wealth Advisor.

  • Assist in building comprehensive financial plans.

  • Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).

  • Ongoing maintenance and quality control of CRM.

  • Other duties as assigned

Required Credentials:

  • Bachelor's degree

  • Series 65 (to be obtained within three months of hire date)

  • 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience

  • Pursuing or has attained a CFP

Skills & Competencies:

  • Ability to talk to clients independently

  • Ability to train and mentor Client Service Associates

  • Ability to develop wealth planning and investment recommendations and present to clients when applicable

  • Working knowledge of e-Money, Salesforce a strong plus.

  • Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.

  • Must accept and thrive in a fast-paced, changing environment.

  • Ability to build and maintain relationships with potential and current clients.

  • Tenacious about doing what is right for the client - always.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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