Wealth Advisor

Wealth Advisor Career Opportunity

WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations, and non-profit organizations.

Located in Indianapolis, IN (Castleton), we are looking to add a proven, committed, and driven individual to our growing firm.

Position Description

The Wealth Advisor is a full-time client relationship management position that oversees and supervises existing WealthPoint client relationships either working in conjunction with a Lead Wealth Advisor or as the sole Advisor. The Wealth Advisor is responsible for formulating and implementing advice to clients in a team environment. Advice may cover many areas of wealth management, including retirement, tax, insurance, or estate planning.

Duties and Responsibilities

• Develop financial and investment plans
• Implement and monitor investment plans
• Lead or present component(s) in client meetings
• Advise employees of 401(k) plan business clients
• Research investments complying with due diligence requirements
• Seek new business revenue through opportunities with existing clients, and acquiring new clients
• Coordinate and communicate with attorneys, CPAs, external advisors
• Communicate with custodians and third-party providers

Qualifications

• Bachelor's Degree from an accredited college or university
• Finance or Accounting professional with 3-7 years of relevant work experience
• CFP^® or CPA designation
• Series 65 License in good standing
• Travel availability < 5%
• Proficiency with MS Word, Excel, PowerPoint, and Outlook
• Detail and process oriented
• Accurate, organized, and able to set priorities
• The ability to manage deadlines and multiple responsibilities
• Putting client’s needs first and providing excellent client service
• Strong written and verbal communication skills
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards, experience and capabilities.

Benefits include: 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.  Full financial support may be provided for professional accreditation/continuing education requirements and other education/ training opportunities.

For confidential consideration, please forward your resume to:

Pamela Stephenson, pstephenson@wealthpointadv.com

WealthPoint Advisors, LLC, 8520 Allison Point Blvd, Suite 230, Indianapolis IN 46250

WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER