Financial Planning Specialist Job at WestPoint Financial Group, Indianapolis, IN

RUxDZkNBR0dKR3NTeTI3eHlJKytmSFJoRHc9PQ==
  • WestPoint Financial Group
  • Indianapolis, IN

Job Description

WestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department   in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial situation, and makes recommendations to help them meet their short- and long-term financial objectives. The successful candidate will be extremely detail-oriented, exercise a strong ability to accurately assess and prioritize, and demonstrate the ability to self-motivate and exercise independent judgment. The Financial Planning Specialist must be committed to acting as a fiduciary by putting the client's best interests first and will display a commitment to helping our advisors be "best in class."

Our associates are vibrant, high-energy professionals who put their clients first. Teamwork, idea sharing, and healthy competition set our firm apart from others in the industry. We are a growing firm committed to the long-term success of our associates.

At WestPoint, we believe our culture of genuinely caring about people is our special sauce. We are good people that are defined by excellence. We work together to be next level in all that we do. We are inclusive, we are welcoming, we are modern.

Responsibilities:

  • Provide financial solutions for clients through fact gathering and needs analysis
  • Utilize financial planning software to test and provide actionable advice to help clients achieve their goals
  • Partner with other specialists around strategy and recommendation creation
  • Expand personal knowledge and skills through ongoing professional development and joint work with associates
  • Perform other related duties as necessary or assigned

Qualifications:

  • Excellent communication skills
  • Bachelor's degree (required)
  • Financial Planning or Financial Services Experience: 2 years+ (preferred)
  • CFP® certification (preferred)
  • FINRA Licenses - Series 7 and Series 65/66 (preferred)

Salary Range: $70,000 to $80,000 

WestPoint Financial Group offers a competitive salary and full benefits package, including Medical, Dental, Vision, Flexible Spending Account, Life Insurance, Disability, Paid Time Off, Paid Holidays, and 401(k).

Please submit a cover letter that includes your salary requirements.

Job Tags

Holiday work, Temporary work, Flexible hours,

Similar Jobs

TLC Healthforce

Travel Registered Nurse NICU Job Job at TLC Healthforce

Step into a life-changing opportunity as a Registered Nurse specializing in NICU in Marietta, Georgia, where every small moment in the...  ...the-clock support24/7 assistance from a dedicated team while you travel or transition between assignmentsso you can focus on clinical... 

Philadelphia Museum of Art

Museum Studies Internship Program Job at Philadelphia Museum of Art

 ...Museum Studies Internship Program: June 8 July 31, 2026 Application deadline: Monday, February 9, 2026 The Museum Studies Internship Program introduces students to the inner workings of a major metropolitan museum, promoting an awareness of careers in the field... 

MOUNTAIN VIEW HEADACHE AND SPINE INSTITUTE, PLLC

PRN Registered Nurse - Pain Management Job at MOUNTAIN VIEW HEADACHE AND SPINE INSTITUTE, PLLC

**Job Title:** Registered Nurse PRN - Pain Clinic **Location:** Phoenix, Peoria, and Mesa **Job Type:** PRN/Per Diem **About Us:** Join our dedicated team at Mountain View...  ...guidelines and safety protocols. -Willing to travel and work at all of our clinic locations... 

ITG Communications, LLC

HDD Locator Job at ITG Communications, LLC

 ...Job Description The HDD Locator will operate various types of locators including Subsite and Falcon. This position requires good knowledge of safely operating equipment around live utilities in the underground/telecom utility field. The candidate must have full knowledge... 

22 Mohawks

Executive Board Member, Secretary Job at 22 Mohawks

 ...Board Member 22Mohawks Corp About 22Mohawks 22Mohawks is dedicated to preventing veteran and first responder suicide by restoring purpose, connection, and hope for those who serve. Through canine companionship, peer engagement, and mental health education, we support...