Details
Posted: 02-Jun-22
Location: Indianapolis, Indiana
Type: Full Time
Salary: $50,000-$60,000
Categories:
Wealth Management
Sector:
Private Banks
Salary Details:
Pay/benefits are competitive based on industry standards. Benefits include: 401(k) with company matching program, employer paid health insurance, paid vacation, paid holidays. Partial and/or full financial support will be provided for professional accreditation/continuing education requirements and other education/training opportunities.
WealthPoint Advisors provides fee-only wealth management and financial planning services to high net worth
individuals, retirement plans, corporations and non-profit organizations. We are located in
Indianapolis, IN and are looking to add a committed and driven individual to our growing firm.
Position Description
The Support Advisor is a full time client relationship management position that provides technical support
for the Lead Advisor and/or Client Service Administrator. Responsibilities include financial plan data
gathering, modeling, case design, scenario building, plan development, and presentation development.
The position may participate in client meetings but not in an advice or decision-making capacity.
Duties and Responsibilities
The Support Advisor can expect to focus in the following areas:
Gather, organize and synthesize client data within a financial planning context
Prepare client financial plans and presentations for review by supervisor
Prepare financial scenarios
Investment research and due diligence
Attend client meetings in a technical and support role
Investment plan implementation and monitoring
The Support Advisor position typically requires the following qualifications:
• Bachelor's Degree from an accredited college or university
• Finance or Accounting professional with 1-4 years experience
• CFP or CPA designation preferred
• Series 65 license in good standing
• Proficiency with Word, Excel, PowerPoint and Outlook
• Detail-oriented, accurate, organized, able to set priorities
• Strong written and verbal communication skills
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment
