Wealth Advisor
westpoint financial groupIndianapolis, IN
Wealth Advisor
westpoint financial groupIndianapolis, IN
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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:
Strong people skills The desire to help others Create life changing wealth for yourself while helping others accomplish their goals
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JOB OVERVIEW
Experience level
Senior
Location
Indianapolis, IN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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