The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Network and meet people to set personal planning meetings
- Build relationships and understand goals of prospective clients
- Build solutions using investments, financial planning and insurance
- Review and update several times annually
Qualifications
- Strong people skills
- The desire to help others
- Create life changing wealth for yourself while helping others accomplish their goals
Wealth Advisor in Greater Indianapolis at WestPoint Financial Group
This position is listed as full time and onsite. It was posted 2 days ago.