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.
Find Wealth Advisor JobsOverview
Showing 5 of 23+ Wealth Advisor jobs
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed. By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves. The Relationship Manager monitors, implements, and coordinates these services.
Key Accountabilities
Within the team-based coverage model, the Relationship Manager’s key accountabilities include:
Manage a portfolio of client relationships:
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns.
- Including, but not limited to regular client meetings to review and update client goals, financial information and investments.
- Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
- Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
- Collaborate in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
- Proficiency with introductions to in-house insurance experts and other financial resources.
- Assess opportunities and determine alternatives and solutions to meet client needs.
Prospect and develop new wealth business to and from internal referrals:
- Foster productive relationships with business partners in Consumer and Commercial.
- Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
- Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
- Consistently researching and developing subject matter expertise to consult clients appropriately.
- Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
- Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
- Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
- Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
- Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
- Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
- Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements
- 7+ plus years’ experience in wealth management developing business with high net worth individuals and families
- Bachelor’s degree required, MBA, CFP, CFA or JD preferred
- Thorough knowledge of specific target market
- Established network of COIs (centers of influence) and sources for referrals
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Must possess excellent sales and closing skills
- CFP, MBA, or professional designation(s) preferred
- Demonstrated ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed. By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves. The Relationship Manager monitors, implements, and coordinates these services.
Key Accountabilities
Within the team-based coverage model, the Relationship Manager’s key accountabilities include:
Manage a portfolio of client relationships:
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns.
- Including, but not limited to regular client meetings to review and update client goals, financial information and investments.
- Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
- Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
- Collaborate in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
- Proficiency with introductions to in-house insurance experts and other financial resources.
- Assess opportunities and determine alternatives and solutions to meet client needs.
Prospect and develop new wealth business to and from internal referrals:
- Foster productive relationships with business partners in Consumer and Commercial.
- Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
- Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
- Consistently researching and developing subject matter expertise to consult clients appropriately.
- Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
- Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
- Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
- Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
- Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
- Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
- Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements
- 7+ plus years’ experience in wealth management developing business with high net worth individuals and families
- Bachelor’s degree required, MBA, CFP, CFA or JD preferred
- Thorough knowledge of specific target market
- Established network of COIs (centers of influence) and sources for referrals
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Must possess excellent sales and closing skills
- CFP, MBA, or professional designation(s) preferred
- Demonstrated ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
See All 23 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
- JPMorganChase11
- PNC Financial Services3
- Regions Financial2
- TruStage1
- Savvy Wealth1
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 Regions Financial, per current listings on Migrate Mate as of November 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, Fort Wayne, and Carmel 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 50% of wealth advisor openings tied to Indiana are remote or hybrid as of November 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 23 Wealth Advisor Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
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