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Wealth Management Advisor

Wealth Management Advisor

WestPoint Financial GroupIndianapolis, IN, US
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Job Description

Job Description

About the Role :

We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong support team, and a structured transition package for experienced advisors looking to grow their practice.

Key Responsibilities :

  • Develop and maintain long-term client relationships by understanding their financial goals and needs.
  • Provide customized investment strategies, retirement planning, tax-efficient strategies, and risk management solutions.
  • Conduct portfolio reviews and recommend adjustments based on market conditions and client objectives.
  • Stay up to date with financial regulations, market trends, and new investment opportunities.
  • Maintain compliance with industry regulations and firm policies.

Qualifications & Licenses :

  • Bachelor’s degree in Finance, Business, or a related field (preferred).
  • Required Licenses :
  • FINRA Series 7 & 66 (or Series 65 / 63 combination).
  • Life and Health Insurance License (or willingness to obtain).
  • 3+ years of experience as a financial advisor, investment consultant, or related role.
  • Strong knowledge of investment products, financial planning strategies, and wealth management principles.
  • Excellent communication, interpersonal, and analytical skills.
  • Ability to manage a book of business and build a pipeline of new clients.

    • What We May Offer :

  • Transition Package : Tailored financial support for experienced advisors to ensure a smooth transition of existing clients.
  • Access to cutting-edge financial planning technology and support teams.
  • Ongoing training and professional development opportunities.
  • A collaborative and client-first culture focused on long-term financial success.

    • If you are a driven financial professional looking for a firm that values integrity, growth, and client relationships, we encourage you to apply.

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