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

TROC The Revenue Optimization Companies

Brand Ambassador Job at TROC The Revenue Optimization Companies

 ...customer-focused professionals to join our FLEX-ROC team as Brand Ambassadors. In this highly visible role, you will serve as the face of leading...  ...opportunity to participate based on your availability. While work is not guaranteed, the role offers a valuable opportunity to... 

ExxonMobil

Electrical Technician Job at ExxonMobil

 ...and regulatory procedures Ability to communicate (read, write, and speak) effectively Ability to operate hand tools or other pipeline equipment to accomplish assigned tasks Able to use Microsoft Office suite of programs (Word, Excel, PowerPoint, etc.)... 

ATALNT LLC

DoD and Federal Partner Manager Job at ATALNT LLC

 ...Job Title: DoD and Federal Partner Manager Summary: The DoD and Federal Partner Manager will be responsible for driving U...  ...management with direct sales execution, working closely with prime contractors, systems integrators, OEMs, value-added resellers (VARs), and... 

Openkyber

Salesforce Director of Technology Job at Openkyber

ITSE (IT Security Engineer) (Hybrid): Primary Location: Washington, District of Columbia V-Soft Consulting is currently hiring for an ITSE (IT Security Engineer) for our premier client in Washington, District of Columbia . WHAT YOU'LL NEED: ...

Bath Planet

Brand Ambassador Job at Bath Planet

 ...Brand Ambassador With more than 25 years in business, Bath Planet is one of the fastest growing brands in the acrylic bath remodeling...  ...personality Ability to work in a fast-paced environment Travel to booked shows/events (must have reliable transportation)...