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Wealth Advisor

WealthPoint Advisors
Indianapolis, Indiana
Competitive salary, bonus and benefits program based on experience
Closing date
Mar 5, 2023

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

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


  • 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,

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


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