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

GreatAuPair LLC

Personal Assistant Job at GreatAuPair LLC

flexible, depends on skill set.

PSC Biotech

Robotics Automation Engineer Job at PSC Biotech

 ...learn. At PSC Biotech, its about more than just a jobits about your career and your future. Your Role As a Robotics Engineer supporting pharmaceutical manufacturing programs, you will play a key role in designing, developing, integrating, and validating... 

Carenest Health Services

Registered Nurse - Medical - Surgical (Telemetry) Job at Carenest Health Services

 ...rare, it could happen. Level 1 trauma experience is preferred. If no prior travel, level 1 trauma will be required. Must be separated from BILH for a min of 6 months to be considered (perm, per diem, contract). Our interview services team will CALL for IVS review prior to... 

A LIFE PERFECTED LIMITED

Work from Home Opportunity! Job at A LIFE PERFECTED LIMITED

 ...high-quality personal development products online. Theres no stock to hold, and the company...  ...for you! Key Benefits Flexible Work Hours: Enjoy the freedom to work on your own schedule. Whether you want to work part-time or full-time, the choice is yours! No... 

Achieve Beyond Pediatric Therapy & Autism Services

Registered Behavior Technician Job at Achieve Beyond Pediatric Therapy & Autism Services

 ...trainings (we are an ASHA and BACB ACE provider) Team-building meetings, events, and trainings Now Hiring: Part-time, Hourly Registered Behavior Technicians LOCATION: Cases Available Throughout Queens JOB RESPONSIBILITIES: Provide direct ABA instruction according to the...