Wealth Advisor & Holistic Financial Planner

WestPoint Financial Group; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

WestPoint Financial Group in Indianapolis is seeking a Wealth Management Advisor to provide comprehensive financial guidance. In this role, you will develop customized solutions for clients and partner with specialists in estate and tax planning. The firm is dedicated to client success with extensive training and resources. If you have strong communication skills and a passion for wealth management, this position offers a collaborative environment designed for success.

Qualifications

• Interest in financial services and wealth management.
• Strong communication and interpersonal skills.
• Ability to develop customized financial solutions.

Responsibilities

• Provide comprehensive financial guidance across insurance, investments, and retirement planning.
• Develop customized solutions for individuals, families, and businesses.
• Partner with in-house specialists in estate, tax, and business planning.
• Build long-term client relationships grounded in trust and results.

Job description

WestPoint Financial Group in Indianapolis is seeking a Wealth Management Advisor to provide comprehensive financial guidance. In this role, you will develop customized solutions for clients and partner with specialists in estate and tax planning. The firm is dedicated to client success with extensive training and resources. If you have strong communication skills and a passion for wealth management, this position offers a collaborative environment designed for success.