Wealth Management Advisor

Posted Yesterday
Be an Early Applicant
Indianapolis, IN, USA
Hybrid
50K-100K Annually
Entry level
Fintech
The Role
Provide holistic financial guidance across insurance, investments, and retirement; develop customized plans for individuals, families, and businesses; collaborate with in-house estate, tax, and business planning specialists; build long-term client relationships.
Summary Generated by Built In

Join one of the Midwest’s most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized, holistic planning. You’ll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.

What You’ll Do:

  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Indianapolis, IN
386 Employees

What We Do

Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at http://www.westpointfinancialgroup.com/

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account