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Wealth Management Advisor

2 weeks ago

Indianapolis, IN, United States WestPoint Financial Group Full time


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