Financial Advisor Jobs in Indiana
Financial Advisor jobs in Indiana are steadily active, with consistent demand across wealth management, insurance-linked financial planning, and retirement services tied to the state's manufacturing, healthcare, and agricultural sectors. Indianapolis is the primary hiring hub, followed by Fort Wayne and Evansville, where firms like OneAmerica, Indiana Farm Bureau, and Edward Jones maintain established operations. The most in-demand specialties are retirement planning, portfolio management, and insurance-based financial advising across both individual and institutional clients. See the openings below and apply to the ones that match your experience.
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Showing 5 of 20+ Financial Advisor jobs
JOB DESCRIPTION
Locations Available: Fort Wayne, IN
The Servicing Financial Advisor has responsibility for managing existing client relationships and formulating and implementing financial advice, initially working in partnership with a more experienced financial advisor, and then progressing to managing client relationships on their own and function as relationship lead for those clients. Servicing Financial Advisors work closely with Client Service Administrators to provide a consistently exceptional client experience. Servicing Financial Advisors are expected to cultivate referrals from clients they serve but are typically not expected to drive outside business development. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position will require time outside of standard business hours to accommodate physicians’ busy schedules.
Equal Opportunity is Real Here
Primary Responsibilities Include:
- Communicating regularly with assigned clients to provide ongoing advice and recommendations
- Beginning to develop a niche expertise within the firm and practice groups within the firm to be ready for the lead financial advisor role
- Preparing the financial planning recommendations and working with the rest of the team to oversee and help execute those recommendations
- Participating in and/or conducting client meetings
- Collaborating with team members from all service lines to best serve the client
- Entering Data in financial planning or tax management software and ensuring the ongoing accuracy of this data
- Implementing financial planning recommendations
- Monitoring the financial plan and communicating with clients
- Updating financial planning recommendations
- Participation and thorough note taking in most client meetings as directed by more experienced financial advisors, tax specialists, or estate planning attorneys
- Coordinating with Client Service Administrators around follow up needed after client meetings
- Networking through various face to face and electronic means to build a base of business connections throughout the world
- Functioning as a backup for Lead Financial Advisors
- Maintaining confidentiality of client information
- Completing any and all other duties as assigned
- Ability to work with a flexible schedule including occasional evening client meetings and travel as necessary for the successful execution of firm business and off-site team retreats twice per year
- Outstanding understanding or experience in financial services or a related field of professional expertise
Travel:
- Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.
Required Experience / Qualifications:
- Bachelor's Degree or equivalent work experience (minimum required)
- Series 65 License (or equivalent)
- Life & Health Insurance License must be attained within 30 days of hire
- Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed
- Interpersonal skills, ability to move clients to action, outstanding time management, organizational skills, and excellent written communication skills.
- Must be located or willing to relocate to the Nashville area
Preferred Experience / Qualifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) training program or certification
- 3 years financial industry experience or 5 years customer service or social sector experience (education, police, social work, etc.)
- Experience with MoneyGuidePro, Salesforce, and Black Diamond or similar programs
Growth Path Next Steps Could Likely Include the Following:
- Obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
- Obtaining the Certified Private Wealth Advisor® (CPWA®) certification
- Obtaining specialized niche training and/or certification
- Promotion to Lead Financial Advisor after serving a minimum of 3 years in a servicing role.
- Health Insurance Plan
- 401k and Profit-Sharing Plan
- Success Sharing Bonus
- Flex Time and Paid Time Off
- Parental Leave Policy
JOB DESCRIPTION
Locations Available: Fort Wayne, IN
The Servicing Financial Advisor has responsibility for managing existing client relationships and formulating and implementing financial advice, initially working in partnership with a more experienced financial advisor, and then progressing to managing client relationships on their own and function as relationship lead for those clients. Servicing Financial Advisors work closely with Client Service Administrators to provide a consistently exceptional client experience. Servicing Financial Advisors are expected to cultivate referrals from clients they serve but are typically not expected to drive outside business development. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position will require time outside of standard business hours to accommodate physicians’ busy schedules.
Equal Opportunity is Real Here
Primary Responsibilities Include:
- Communicating regularly with assigned clients to provide ongoing advice and recommendations
- Beginning to develop a niche expertise within the firm and practice groups within the firm to be ready for the lead financial advisor role
- Preparing the financial planning recommendations and working with the rest of the team to oversee and help execute those recommendations
- Participating in and/or conducting client meetings
- Collaborating with team members from all service lines to best serve the client
- Entering Data in financial planning or tax management software and ensuring the ongoing accuracy of this data
- Implementing financial planning recommendations
- Monitoring the financial plan and communicating with clients
- Updating financial planning recommendations
- Participation and thorough note taking in most client meetings as directed by more experienced financial advisors, tax specialists, or estate planning attorneys
- Coordinating with Client Service Administrators around follow up needed after client meetings
- Networking through various face to face and electronic means to build a base of business connections throughout the world
- Functioning as a backup for Lead Financial Advisors
- Maintaining confidentiality of client information
- Completing any and all other duties as assigned
- Ability to work with a flexible schedule including occasional evening client meetings and travel as necessary for the successful execution of firm business and off-site team retreats twice per year
- Outstanding understanding or experience in financial services or a related field of professional expertise
Travel:
- Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.
Required Experience / Qualifications:
- Bachelor's Degree or equivalent work experience (minimum required)
- Series 65 License (or equivalent)
- Life & Health Insurance License must be attained within 30 days of hire
- Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed
- Interpersonal skills, ability to move clients to action, outstanding time management, organizational skills, and excellent written communication skills.
- Must be located or willing to relocate to the Nashville area
Preferred Experience / Qualifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) training program or certification
- 3 years financial industry experience or 5 years customer service or social sector experience (education, police, social work, etc.)
- Experience with MoneyGuidePro, Salesforce, and Black Diamond or similar programs
Growth Path Next Steps Could Likely Include the Following:
- Obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
- Obtaining the Certified Private Wealth Advisor® (CPWA®) certification
- Obtaining specialized niche training and/or certification
- Promotion to Lead Financial Advisor after serving a minimum of 3 years in a servicing role.
- Health Insurance Plan
- 401k and Profit-Sharing Plan
- Success Sharing Bonus
- Flex Time and Paid Time Off
- Parental Leave Policy
See All 20 Financial Advisor Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Financial Advisor Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Insurance
- Banking & Financial Services
- Healthcare & Medical Services
What Indiana Employers Look For
The qualifications that appear most often in financial advisor jobs across Indiana.
- Active FINRA Series 7 and Series 66 licenses recognized in Indiana
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience building and managing client portfolios in a regulated environment
- Strong knowledge of retirement planning products including 401(k) and IRA accounts
- Proficiency with financial planning software and CRM platforms used in client management
- CFP designation or active progress toward certification preferred by most Indiana employers
Financial Advisor Jobs in Indiana: Frequently Asked Questions
How do you become a financial advisor in Indiana?
Becoming a financial advisor in Indiana requires passing the FINRA Series 7 exam to sell securities and the Series 66 exam to register as an investment advisor representative, both administered through FINRA and recognized by Indiana's Secretary of State Securities Division. Most employers require a bachelor's degree in finance, economics, or business. Earning a CFP designation strengthens your candidacy considerably, particularly at independent and fee-only planning firms operating across the state.
Which companies hire financial advisors in Indiana?
Companies currently hiring financial advisors in Indiana include Northwestern Mutual, Indiana University Health, and PNC Financial Services, per current listings on Migrate Mate as of November 2026. Indiana's deep base of insurance, mutual fund, and agricultural financial services firms creates consistent year-round demand for licensed advisors at multiple experience levels.
Which Indiana cities have the most financial advisor jobs?
Indianapolis, Fort Wayne, and Avon have the most financial advisor openings in Indiana. Indianapolis anchors the market as the state's corporate and financial services center, home to major insurers and wealth management firms, while Fort Wayne and Evansville draw demand from regional banking headquarters, insurance carriers, and the agricultural finance sector serving those communities.
Are there remote financial advisor jobs in Indiana?
Yes, but they're less common than in purely analytical fields, since client-facing relationship work often requires in-person meetings. About 22% of financial advisor openings tied to Indiana are remote or hybrid as of November 2026, reflecting a growing comfort with virtual planning sessions. Portfolio review, financial plan preparation, and compliance-focused roles within larger firms are the most likely to allow remote or hybrid arrangements.
How can I get hired as a financial advisor in Indiana with little or no experience?
The most realistic entry path is joining a large Indiana-based firm as a financial advisor associate or client services representative, then working toward your Series 7 while on the job. OneAmerica, Indiana Farm Bureau Financial Services, and regional Edward Jones branches regularly bring on associates without prior advisory experience. Completing your Series 7 and Series 66 before applying, or holding a finance degree from an Indiana university, gives you a measurable edge over other entry-level candidates.
Where can I find and apply to financial advisor jobs in Indiana?
You can find and apply to financial advisor jobs in Indiana on Migrate Mate, which lists current openings from employers hiring across the state. Search the listings for roles that match your license level, specialty, and preferred location, then apply directly to the ones that fit.
See All 20 Financial Advisor Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs