WestPoint Financial Group · 2 months ago
Advisor
Indianapolis, IN
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $100K/yrWestPoint Financial Group is a growth-minded MassMutual Midwest firm seeking an Advisor with potential for leadership development. In this role, you will build your financial services practice, help clients achieve their financial goals, and develop leadership skills through team-building initiatives.
AdviceFinanceFinancial ServicesImpact Investing
Responsibilities
Build a financial services practice backed by the strength of MassMutual
Help clients achieve financial security and long-term goals
Develop leadership skills through recruiting and team-building initiatives
Participate in advanced development and succession planning programs
Qualification
Required
Ability to build a financial services practice
Mastery of client acquisition
Delivery of financial solutions
Opportunities to mentor, recruit, and lead a team
Help clients achieve financial security and long-term goals
Development of leadership skills through recruiting and team-building initiatives
Participation in advanced development and succession planning programs
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