Wealth Management Associate Jobs in Indiana
Wealth Management Associate jobs in Indiana are concentrated in Indianapolis, Fort Wayne, and Carmel, where firms like Eli Lilly's employee benefits programs, OneAmerica Financial Partners, and the Indiana office of Edward Jones maintain consistent hiring pipelines. The role draws on client relationship management, portfolio analysis, and retirement planning, with openings at every level from recent finance graduates to seasoned associates stepping into senior book management. Indiana's mid-market wealth sector is among the more active in the Midwest, driven by a strong base of family businesses, corporate executives, and multigenerational agricultural wealth. See the openings below and apply to the ones that match your experience.
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Showing 5 of 53+ Wealth Management Associate jobs
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 Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of client needs
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
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.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage large client relationships
Anticipates client needs and is proactively provides solutions
Effective relationship management, business development and presentation skills
Effective sales, negotiation, problem solving, and interpersonal skills
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
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: $114,752.55 USD
Median: $156,280.00 USD
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.
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 Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of client needs
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
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.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage large client relationships
Anticipates client needs and is proactively provides solutions
Effective relationship management, business development and presentation skills
Effective sales, negotiation, problem solving, and interpersonal skills
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
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: $114,752.55 USD
Median: $156,280.00 USD
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.
See All 53 Wealth Management Associate Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Wealth Management Associate Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
- Wealthbridge Financial27
- JPMorganChase11
- PNC Financial Services4
- Baird2
- CAPTRUST2
What Indiana Employers Look For
The qualifications that appear most often in wealth management associate jobs across Indiana.
- Active FINRA Series 7 and Series 66 licenses required or sponsorship to obtain them
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience supporting client portfolios or working in a financial advisory practice
- Proficiency with CRM platforms and financial planning software such as eMoney or MoneyGuidePro
- Strong written and verbal communication skills for client-facing relationship management
- CFP designation or active progress toward certification is preferred by many Indiana firms
Wealth Management Associate Jobs in Indiana: Frequently Asked Questions
How do you become a wealth management associate in Indiana?
Most wealth management associate roles in Indiana require a bachelor's degree in finance, business, or economics along with FINRA licensing, typically the Series 7 and Series 66. These exams are administered through FINRA-registered testing centers and require employer sponsorship, so most candidates line up a position first and complete licensing during onboarding. Indiana does not impose a separate state-level securities license beyond federal FINRA registration. Firms in Indianapolis and Fort Wayne also value candidates who are pursuing or have completed the CFP designation.
How much do wealth management associates make in Indiana?
Wealth management associates 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 management associates in Indiana?
Employers hiring wealth management associates in Indiana right now include Wealthbridge Financial, JPMorganChase, and PNC Financial Services, based on current listings on Migrate Mate as of November 2026. Indiana's concentration of insurance-linked financial firms, regional banks, and independent registered investment advisors means hiring tends to cluster around Indianapolis and its north suburban corridor in Carmel and Fishers.
Which Indiana cities have the most wealth management associate jobs?
The cities with the most wealth management associate openings in Indiana are Indianapolis, Fort Wayne, and Carmel. Indianapolis dominates because it hosts the state's largest concentration of financial services headquarters, regional bank branches, and independent RIA firms, while Fort Wayne and Carmel draw demand from established wealth management practices serving Indiana's corporate and agricultural client base.
Are there remote wealth management associate jobs in Indiana?
Yes, but they are less common than in purely analytical finance roles because wealth management associates frequently need in-person client contact to build trust and manage relationships. About 90% of wealth management associate openings tied to Indiana are remote or hybrid as of November 2026, with remote work most available for back-office portfolio support and financial planning analysis rather than direct client-facing positions.
How can I get hired as a wealth management associate in Indiana with little or no experience?
The most realistic entry path is joining a large Indiana-based firm as a financial services associate or client service representative, roles that OneAmerica Financial Partners and regional firms like Centaur Financial Group use to develop junior talent before promoting into associate-level advisory work. Completing or enrolling in a CFP education program signals commitment and gives candidates an edge over other applicants without a book of business. Indiana's community banks and credit unions also hire entry-level financial advisors who can grow into wealth management roles with client exposure.
Where can I find and apply to wealth management associate jobs in Indiana?
You can find and apply to wealth management associate jobs in Indiana on Migrate Mate, which lists current openings tied to Indiana employers. Search the listings to find roles that match your experience level, licensing status, and preferred location, then apply directly to the ones that fit.
See All 53 Wealth Management Associate Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
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