Top 5 Wealth management associate Jobs in Indianapolis, In

Associate Financial Advisor
ARTISTRY WEALTH, LLC —Indianapolis, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate - Wealth Management
SHEPHERD FINANCIAL —Carmel, IN
- Full-time
- Microsoft Excel
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Nora, IN
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Wealth Advisor
Waverly Advisors, LLC —Zionsville, IN
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
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Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Indianapolis, IN
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance

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Associate Financial Advisor

ARTISTRY WEALTH, LLC
Indianapolis, IN

Quick Apply

Job Details

Full-time

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Financial planning software
Customer communication
Financial services customer support
Confidential information handling
Microsoft Excel
Microsoft Outlook
Workflow management (operations management method)
Managing clients in a customer support role
CRM system proficiency
Documentation Handling
Financial acumen
Technical Proficiency

Full Job Description

Description:

If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities.
That's not how we operate.

Artistic Strategies is an advisor-owned, growing wealth management firm with an established client base and a steady stream of new business. Our advisors focus on what they do best—building relationships, delivering advice, and providing an exceptional client experience—not spending their days chasing leads.

As an Associate Advisor, you'll work alongside experienced advisors who already have thriving practices. You'll be an integral part of serving existing clients and welcoming new ones who are already choosing to work with our firm. You'll spend your time helping people, learning the business, and growing your career—not making cold calls or trying to convince strangers to become clients.

Because we're advisor-owned, decisions are made here—not at a corporate headquarters hundreds of miles away. We invest heavily in our people, provide ongoing training and mentorship, and believe great careers are built by developing great teams.

If you're looking for a place where you can make a meaningful impact from day one, continue growing professionally, and work with clients who are already walking through the door, we'd love to meet you.

Requirements:

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.

What You’ll Do

Attend client meetings
Prepare meeting agendas, gather data, and create follow-up communications
Deliver exceptional client service and support
Handle client inquiries professionally and promptly
Maintain accurate CRM records
Support financial plan preparation and data input
Participate in team meetings and collaborative projects

What You Bring

Strong client service and communication skills
Proven experience in customer satisfaction roles
Basic understanding of finance
Ability to multitask in a fast-paced environment
Excellent attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

Clear, structured track to Lead Advisor
Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
Collaborative, professional culture
Opportunities to take on more responsibility as you progress
Competitive compensation and benefits

Benefits

Medical, Dental & Vision Insurance
401(k)
Short-Term & Long-Term Disability
Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements

Education & Experience

Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
1–3 years of experience in financial services, client service, or professional office environment
Experience supporting advisors, planners, or client service teams a plus
Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required

Technical Skills

Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
Basic understanding of financial planning concepts, investment types, and account structures
Strong documentation, task-tracking, and workflow management skills

Client Service & Communication

Exceptional verbal and written communication skills
Ability to explain processes clearly and professionally
Demonstrated success in high-touch client service roles
Strong emotional intelligence and confidence interacting with clients at all wealth levels

Organizational & Analytical Skills

High attention to detail with low error rates
Ability to manage multiple tasks in a fast-paced environment
Strong problem-solving skills with the ability to anticipate advisor and client needs
Skilled at organizing data and preparing meeting materials

Professional Attributes

Team-player mindset with a willingness to learn and grow into an advisor role
Resourceful, self-motivated, and takes ownership of work
Maintains confidentiality and handles sensitive information appropriately
Positive attitude, adaptable, and calm under pressure

Quick Apply

Refine Your Search

wealth management associate jobs in indianapolis, in

Associate Financial Advisor

Client Service Associate - Wealth Management

Wealth Management Associate - Retirement Benefits Group

Associate Wealth Advisor

Asset & Wealth Management - Renewable Energy Tax Senior Associate

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