Business Plan, Customer Relations, Tax Planning, Team Player, Wealth Management
LOCATION
Indianapolis, IN
POSTED
14 days ago
Join one of the Midwest’s most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized, holistic planning. You’ll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.
What You’ll Do:
Provide comprehensive financial guidance across insurance, investments, and retirement planning
Develop customized solutions for individuals, families, and businesses
Partner with in-house specialists in estate, tax, and business planning
Build long-term client relationships grounded in trust and results