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Wealth Advisor
WealthPoint Advisors | Indianapolis | www.resume-library.com |
WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment management, and estate planning.
The ideal candidate will have a strong background in finance, exceptional communication skills, and a deep commitment to client service.
Responsibilities
Develop and maintain relationships with high-net-worth clients
Analyze client financial data to develop customized financial plans
Provide investment advice and ongoing portfolio management
Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
Conduct regular client meetings to review progress and make adjustments to financial plans as necessary
Stay up-to-date on market trends and investment opportunities
Ensure compliance with all regulatory requirements
Requirements
Bachelor's degree in finance, business administration, or a related field
Series 65 license in good standing (Series 7, 63 or 66)
CFP or CPA designation
At least 3-5 years of experience working in wealth management or a related field
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Deep understanding of financial markets and investment products
Commitment to continuous learning and professional development and the company
Benefits
Pay/benefits are competitive based on industry standards, experience and capabilities.
Benefits may 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.
WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER
The ideal candidate will have a strong background in finance, exceptional communication skills, and a deep commitment to client service.
Responsibilities
Develop and maintain relationships with high-net-worth clients
Analyze client financial data to develop customized financial plans
Provide investment advice and ongoing portfolio management
Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
Conduct regular client meetings to review progress and make adjustments to financial plans as necessary
Stay up-to-date on market trends and investment opportunities
Ensure compliance with all regulatory requirements
Requirements
Bachelor's degree in finance, business administration, or a related field
Series 65 license in good standing (Series 7, 63 or 66)
CFP or CPA designation
At least 3-5 years of experience working in wealth management or a related field
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Deep understanding of financial markets and investment products
Commitment to continuous learning and professional development and the company
Benefits
Pay/benefits are competitive based on industry standards, experience and capabilities.
Benefits may 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.
WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER
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