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Financial Advisor: Client Planning & Investments
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-07-23
Listing for:
WestPoint Financial Group
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
WestPoint Financial Group is seeking a Financial Services Professional to deliver tailored financial advice and solutions. The role focuses on strategies, investments, and insurance services with a client-first approach to help clients meet long-term goals.
Responsibilities include client meetings, goal assessment, product recommendations, and providing an outstanding client experience across the Midwest network.
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