Wealth Advisor

WestPoint Financial Group; Indianapolis (IN); On-site; USD 60,000 - 110,000; Full time

Job summary

WestPoint Financial Group in Indianapolis is seeking a professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You should be comfortable creating comprehensive financial plans and cross-checking work for accuracy.

Responsibilities include networking to set meetings, building relationships to understand client goals, crafting investment, financial planning and insurance solutions, and reviewing plans periodically to ensure the best

Qualifications

• The desire to help others
• Create life changing wealth for yourself while helping others accomplish their goals

Responsibilities

• Network and meet people to set personal planning meetings
• Build relationships and understand goals of prospective clients
• Build solutions using investments, financial planning and insurance
• Review and update several times annually

Skills

Desire to help others

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Network and meet people to set personal planning meetings
• Build relationships and understand goals of prospective clients
• Build solutions using investments, financial planning and insurance
• Review and update several times annually

Qualifications

• The desire to help others
• Create life changing wealth for yourself while helping others accomplish their goals