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

Fiserv

Senior cloud / devops engineer Job at Fiserv

 ...Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions... 

ITG Communications, LLC

Utility Locator Job at ITG Communications, LLC

 ...Job Description ITG Communications is hiring an Underground Locator in Lehigh Acres, FL. The Utility Locator is responsible for identifying and marking underground utilities to ensure safe excavation and construction activities. This role uses locating equipment,... 

Bayer

Magnetic Resonance Sales Consultant - San Francisco, CA Territory Job at Bayer

 ...At Bayer were visionaries, driven to solve the worlds toughest challenges and striving for a world where 'Health for all Hunger for none is no longer a dream, but a real possibility. Were doing it with energy, curiosity and sheer dedication, always learning from unique... 

Liberty Personnel Services, Inc.

SQL Developer (SSIS, ETL, APIs, c#) Job at Liberty Personnel Services, Inc.

 ...Job Details: Job Title: SQL Developer (SSIS, ETL, Stored Procedures, API, c#) NO C2C, NO THIRD PARTIES, NO SPONSORSHIP Location: East Chicago Job Type: Full-time We are seeking a talented and experienced SQL Developer to join our team! The ideal candidate... 

Domino's Franchise

Delivery Driver - Take home cash each day! Job at Domino's Franchise

 ...are available, work 40-50 hours a week!~ Driver's get paid CASH DAILY(tips and gas reimbursement)~50% off entire menu ~ Advancement...  ...Hourly tips avg. = $12.00hr ~ Hourly tips of $12.00 + $10hr pay = $22.00hr ~$22.00hr x 40hr a week = $880 a week ~50 weeks...