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WestPoint Financial Group · 8 hours ago

Financial Advisor

Greater Indianapolis

Full-time

Hybrid

New Grad, Entry Level

WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. The Financial Services Professional will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services.

AdviceFinanceFinancial ServicesImpact Investing

Hiring Manager

Jessica Millis

Responsibilities

Meeting with clients

Understanding their financial goals

Recommending appropriate financial products

Providing an exceptional client experience

Qualification

SIESeries 7Series 66People skillsInterpersonal skillsCommunication skillsAdaptabilitySelf-drivenSelf-starter

Required

Self-Driven and a Self-Starter

Strong people skills with the desire to help others

Strong interpersonal and communication skills

Ability to learn quickly and adaptability to new environments and situations

SIE, Series 7, Series 66 or the want to obtain them

Company

WestPoint Financial Group

Glassdoor3.5

WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.

Founded in 1948

Indianapolis, Indiana, USA

201-500 employees

https://westpointfinancialgroup.com

Funding

Current Stage

Growth Stage

Leadership Team

Greg McRoberts

Managing Partner

John Greene

Chief Growth Officer

Company data provided by crunchbase