Financial Advisor
📋 Role Overview & Responsibilities
Company Description WestPoint Financial Group is a financial and insurance firm based in Indianapolis, IN. Our mission is to educate our clients and help them fulfill their financial goals. With a network of financial professionals across the Midwest, we provide personalized attention and outstanding resources to over 200,000 clients. Our associates are highly competent professionals, respected for their expertise, product knowledge, and commitment to ethical conduct.
Role Description This is a full-time hybrid role as a Financial Advisor at WestPoint Financial Group. As a Financial Advisor, your day-to-day tasks will include providing financial planning, retirement planning, and investment advice to clients. You will also offer financial advisory services and help clients create personalized financial strategies. While the role is based in Indianapolis, IN, there is flexibility for some remote work.
Qualifications Financial Planning and Finance skillsExperience in Retirement Planning and InvestmentsKnowledge of Financial Advisory practicesExcellent analytical and problem-solving skillsStrong interpersonal and communication skillsAbility to build and maintain client relationshipsCertifications in relevant financial fields (e.g., CFP, CFA) are preferredBachelor's degree in Finance, Economics, or a related field
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Indianapolis, IN with potential relocation and sponsorship assistance depending on candidate qualifications.
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