Wealth Advisor

WestPoint Financial Group

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Network and meet people to set personal planning meetings Build relationships and understand goals of prospective clients Build solutions using investments, financial planning and insurance Review and update several times annually Qualifications The desire to help others Create life changing wealth for yourself while helping others accomplish their goals #J-18808-Ljbffr WestPoint Financial Group

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor in Indianapolis, IN vacancy

1834 Wealth Advisor III
$77.9k - $199k
...skills, experience, qualifications and the career level at which the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust...
Suggested
Old National Bank
Indianapolis, IN
3 days ago
Wealth Advisor - PNC Wealth Management
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana.PNC is an in-office company that fosters a supportive culture where employees...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
The PNC Financial Services Group
Indianapolis, IN
3 days ago
Wealth Advisor - Holistic, Client-First Planning
...J.P. Morgan Chase is seeking a Private Client Advisor in Indianapolis, Indiana. In this role, you will provide comprehensive financial planning and advice to a wide range of individual and family clients, enhancing their investment experience. Essential qualifications...
Suggested
Aumni
Indianapolis, IN
1 day ago
Wealth Advisor
$100k - $120k
...We're hiring a Wealth Advisor on behalf of our client—a growing, relationship-driven wealth management firm based in the Indianapolis, IN area. This role is built for a driven advisor who is ready to take ownership of an established book of 50 to 100 client relationships...
Suggested
Full time
Work at office
Monday to Friday
The Well
Carmel, IN
12 hours ago
Wealth Advisor, Schwab Wealth Advisory
...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...
Suggested
Charles Schwab
Indianapolis, IN
2 days ago
Wealth Advisor - Holistic, Client-First Planning
J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience...
Aumni
Greenwood, IN
3 days ago
Wealth Advisor III
...Job Description Job Description First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions...
Local area
Flexible hours
First Merchants Bank
Indianapolis, IN
23 days ago
Wealth Advisor II - 1st
...Location: Columbus, IN Employment Type: 1st Shift, Full-time, Direct hire Job Brief Kable Workforce Solutions is hiring a Wealth Advisor II for our client. This job role is responsible for maintaining existing Wealth relationships and developing new client...
Full time
Immediate start
Day shift
Kable Workforce Solutions
Indianapolis, IN
21 days ago
Wealth Advisor, Schwab Wealth Advisory
...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...
Charles Schwab
Indianapolis, IN
3 days ago
Netsuite Financials Consultant
$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...
Local area
Visa sponsorship
Deloitte
Indianapolis, IN
1 day ago
Senior Vice President, Lead Wealth Advisor
...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management and retirement advisory firm serving individuals and institutions. Industry Financial Services Type Privately Held About the Role The Company is...
Confidential
Carmel, IN
4 days ago
Financial Representative
...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...
Work at office
Local area
Western & Southern Life
Indianapolis, IN
2 days ago
US Experienced Financial Advisor
$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Indianapolis, IN
1 day ago
Financial Representative
$25 per hour
Southfield, MI Eden Prairie, MN Orlando, FL - Ingenuity Dubuque, IA Memphis, TN Dublin, OH - Glendon - 5500 Irving, TX - Royal - 2201 Indianapolis, IN - Purdue Chicago, IL R76480 By joining Sedgwick, you'll be part of something truly meaningful...
Hourly pay
Work at office
Local area
Flexible hours
Sedgwick
Indianapolis, IN
4 days ago
Financial Aid Counselor
Financial Aid Counselor As a part of a diverse community of faculty and staff who represent many faith systems and worldviews, Marian University seeks a Financial Aid Counselor to promote our Catholic Franciscan mission and identity by reviewing student applications...
Immediate start
Trial period
Marian University
Indianapolis, IN
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Carmel, IN
4 days ago
Financial Representative Seeking Growth
$97k - $192k
...worth exploring. Check out the varying backgrounds of some of our local leaders: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry. Outside of Work: Avid golfer and enjoys...
Work at office
Local area
Work from home
Flexible hours
Hill Region - Modern Woodmen of America
Indianapolis, IN
3 days ago
Financial Counselor
$17.93 - $29.89 per hour
Location: Hematology Oncology of Indiana Pay Range: $17.93 - $29.89 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining ...
Immediate start
Remote work
Monday to Friday
Shift work
Weekend work
American Oncology Management Company
Indianapolis, IN
3 days ago
Financial Advisor
...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent...
Temporary work
Work at office
Valeo Financial Advisors LLC
Carmel, IN
5 days ago
Financial Representative
...Description Location: Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven...
WestPoint Financial Group
Indianapolis, IN
3 days ago
Financial Advisor
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Greenwood, IN
2 days ago
Financial Aid Advisor
...Financial Aid Advisor - Lincoln Tech - Indianapolis, IN campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands‑on financial aid experience...
Full time
Temporary work
Immediate start
Lincoln Tech
Indianapolis, IN
1 day ago
Financial Advisor
$80k - $110k
...Why Join WPFG? Non-captive model = freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real growth... ...’ll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base...
WestPoint Financial Group
Indianapolis, IN
2 days ago
Patient Financial Counselor
R1 RCM Inc. is seeking a Financial Counseling Representative to support patients at an on-site Indianapolis, IN location. You will guide patients through insurance benefits, out-of-pocket costs, and payment options while coordinating with care teams to ensure accurate ...
R1-Rc
Indianapolis, IN
5 days ago
Cash Management Consultant Senior
...Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will...
JP Morgan Chase
Indianapolis, IN
3 days ago
Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation
$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...
Work at office
Local area
Visa sponsorship
Deloitte
Indianapolis, IN
2 days ago
Netsuite Financials Senior Consultant
$110.7k - $218.3k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite...
Local area
Visa sponsorship
Deloitte
Indianapolis, IN
1 day ago
Workday Certified Financials Adaptive Consultant
$59.1k - $196k
We are…We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn’t mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Carmel, IN
1 day ago
Experienced Financial Advisor
$100k
...to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support... ...financial futures. We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client...
Flexible hours
Principal Financial Group
Indianapolis, IN
4 days ago
Financial Planner
...we’re looking for associates who are passionate about delivering extraordinary care. The Financial Planner partners with financial advisors, registered representatives, and retirement specialists to help clients make informed retirement and investment decisions. This...
Work at office
Nationwide
Carmel, IN
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!