NavientIndianapolis
The candidates must employ various technical data manipulation techniques to analyze large complex data sets, identify data patterns, data mine, etc. Our customer-focused, data-driven services deliver exceptional results for clients in education, healthcare, and government.
These positions work with...
Bankers LifeIndianapolis
Planning Analysis
• Asset & Income Protection
• Investment & Advisory Services
• Trust Services
• Wealth Management
• Retirement PlanningAs a Bankers Life Financial Services Professional Expect To:- Develop a client base by growing relationships with your...
Roehl TransportNoblesville
Ask about our new Dynamic Pay Plan\!**As a Refrigerated Midwest Regional Fleet professional CDL truck driver, you'll haul mostly cheese and other frozen or temperature controlled products \(very little produce\) to many of the same customers\.This regional fleet offers 48 hours of weekly home time\....
Cetera InvestorsIndianapolis
of objective financial advice to individuals, families and company
retirement plans across the country through trusted financial advisors and financial institutions.
Cetera is an independent financial advisor network and a leading provider of retail services...
Equitable AdvisorsIndianapolis
Equitable Advisors, The Opportunity for Women
The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable...
Edward JonesGreenfield (IN), 22 mi from Indianapolis
are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives...
Edward JonesWanamaker (IN), 18 mi from Indianapolis
are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives...
Edward JonesIndianapolis
or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in...
Get new jobs by email!
Get email updates for the latest Financial Advisor jobs in Indianapolis
It's free, and you can cancel email updates at any time
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
Best jobs you don't want to miss: