Wealth Advisor Jobs in Indiana
Wealth Advisor jobs in Indiana are concentrated in Indianapolis, Fort Wayne, and Carmel, where firms ranging from Regions Bank and Vanguard to Edward Jones maintain strong hiring pipelines for advisors at every experience level. Demand is steadiest for specialists in retirement planning, estate and trust services, and high-net-worth portfolio management, reflecting the state's deep base of established family businesses and aging affluent households. Indiana's market is among the more consistent in the Midwest, with openings at regional banks, independent broker-dealers, and insurance-affiliated wealth practices. Scan the live roles below and apply to whichever ones fit.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 21 Wealth Advisor Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Wealth 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
What Indiana Employers Look For
The qualifications that appear most often in wealth advisor jobs across Indiana.
- Active FINRA Series 65 or Series 66 registration recognized in Indiana
- Bachelor's degree in finance, economics, accounting, or a related field
- Two or more years of client-facing financial planning or advisory experience
- CFP designation or active progress toward CFP certification preferred
- Demonstrated ability to build and manage a book of individual client relationships
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or equivalent
Wealth Advisor Jobs in Indiana: Frequently Asked Questions
How do you become a wealth advisor in Indiana?
Most wealth advisor roles in Indiana require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 paired with the Series 66 if you will also sell securities. Indiana does not issue its own standalone investment adviser license for individuals at large broker-dealers, but state registration through the Indiana Secretary of State Securities Division applies to independent RIA-affiliated advisors. A bachelor's degree in finance or a related field is the standard entry point, and the CFP credential strengthens candidacy considerably.
How much do wealth advisors make in Indiana?
Wealth advisors in Indiana earn a median of about $87,710 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $44,150 for the lowest 10% to over $319,330 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Indiana?
Companies currently hiring wealth advisors in Indiana include JPMorganChase, PNC Financial Services, and Forvis Mazars, LLP, per current listings on Migrate Mate as of September 2026. Indiana's concentration of regional banks, insurance carriers, and independent advisory firms headquartered in the Indianapolis metro creates consistent demand well beyond the national wirehouses.
Which Indiana cities have the most wealth advisor jobs?
Indianapolis, Carmel, and Lafayette account for the largest share of wealth advisor openings in Indiana. Indianapolis dominates as the state's financial services hub, home to major bank branches, RIA firms, and insurance company headquarters, while Fort Wayne and Carmel draw openings from regional wealth management practices and suburban clients with concentrated household assets.
Are there remote wealth advisor jobs in Indiana?
Yes, but they're less common than in purely analytical roles because relationship management and client trust-building in wealth advising typically favor in-person contact. About 33% of wealth advisor openings tied to Indiana are remote or hybrid as of September 2026, which is meaningful but below the share seen in research or technology roles. The tasks most often done remotely are financial plan preparation, portfolio reviews, and back-office compliance work rather than initial client acquisition.
How can I get hired as a wealth advisor in Indiana with little or no experience?
The most realistic entry path is a client associate or financial advisor trainee role at a regional bank or independent broker-dealer in Indianapolis, where firms like Regions Bank and Edward Jones run structured new-advisor development programs that include licensing support and mentorship. Community banks and credit unions across the state also hire unlicensed candidates into financial services representative roles that build toward a full advisory position. Earning the Series 65 before applying makes a candidate stand out immediately, and any experience in banking, insurance sales, or tax preparation is treated as a meaningful lateral credential by Indiana hiring managers.
Where can I find and apply to wealth advisor jobs in Indiana?
You can find and apply to wealth advisor jobs in Indiana on Migrate Mate, which lists current Indiana openings from employers across the state. Search the roles available, identify the ones that match your experience and location, and apply directly to the ones that fit.
See All 21 Wealth Advisor Jobs in Indiana
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