WestPoint Financial Group · 19 hours ago
Wealth Management Advisor
Indianapolis, IN
Full-time
Hybrid
Mid LevelWestPoint Financial Group is one of the Midwest’s most respected financial firms, seeking a Wealth Management Advisor. The role involves providing comprehensive financial guidance and developing customized solutions for clients while building long-term relationships grounded in trust.
AdviceFinanceFinancial ServicesImpact Investing
Hiring Manager
Jessica Millis
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
Qualification
Required
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
Company
WestPoint Financial Group
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
Founded in 1948
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McRoberts
Managing Partner
John Greene
Chief Growth Officer
Company data provided by crunchbase