WealthPoint Advisors
Indianapolis, Indiana
Contact: Brie Black
Email: bblack@wealthpointadv.com
Telephone: (317) 348-9955
Website: https://wealthpointadv.com/
Please indicate which city and state the potential job position is located: Indianapolis, Indiana
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: We are a fee-only independent RIA providing holistic financial advice to HNW families and organizations. We always put clients first and take pride in those relationships. We have a strong collaborative team environment that thrives on fresh ideas and diligent research. As a small, tight-knit team, we are excited to welcome new/recent grads and help them grow into confident, well-rounded planners.
Please provide a brief description of what you are looking for in your possible hire: We have two positions: 2022 Summer Intern and full-time Support Advisor. Both positions call for an individual working towards their CFP® who want to gain hands-on experience in a team environment. Applicants should be excited by new challenges and detail-oriented with strong communication skills. Applicants should be prepared to attend client meetings in a technical and support role. Responsibilities will also include back-office ops., financial plan prep, and client research.
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