Wealth Advisor
- Employer
- WealthPoint Advisors
- Location
- Indianapolis, Indiana
- Salary
- Competitive salary, bonus and benefits program based on experience
- Closing date
- Mar 5, 2023
View more
- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
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
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