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

Tutor Doctor of Morris County

Math Tutor (NJ Certified Teacher) Job at Tutor Doctor of Morris County

 ...TDMC) team is searching for a dynamic Elementary / Middle School and or High School Math Teacher to ignite the academic journey of students. As a boutique, one-on-one, in-home, and online tutoring company, our mission is to transform students' lives. Your creativity and... 

Sonshine Commercial Cleaning

Commercial Cleaner Job at Sonshine Commercial Cleaning

 ...approximately 2 hours Duties include: Floors Mopping, dust mopping, vacuuming and sweeping Pulling trash and replacing liners Kitchens and breakrooms Disinfect tabletops, counters and sinks, etc. Restrooms Disinfect toilets and sinks, Basics On job... 

Dolce by Wyndham

Security Guard - Loss Prevention Agent Job at Dolce by Wyndham

The Dolce by Wyndham Hollywood is currently hiring a Security Guard. Apply today to join our amazing team!Responsibilities:The Security Agent will report to the Manager on Duty and will respond to and handle guest and security issues. The Security Agent will manage situations...

Morton County

Board Member - Morton County Housing Authority Job at Morton County

 ...The Morton County Commission is Seeking Applicants for the Housing Authority Board The Housing Authority Board is responsible for the overall oversight of the Housing Authority and the Section 8 rental assistance program. They approve the expenditures and contracts... 

Marvin Group

SAP BUSINESS ANALYST III Job at Marvin Group

 ...extends across a diverse array of programs and platforms, including major military prime contractors such as Lockheed Martin, Northrop Grumman, and Raytheon. POSITION SUMMARY: The BA will report directly to the IT Application Manager and is responsible for designing...