Financial Advisor jobs in United States
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WestPoint Financial Group · 17 hours ago

Financial Advisor

positionLisle, IL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

WestPoint Financial Group is seeking a motivated and client-focused Financial Advisor to join their team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice while maintaining compliance with industry regulations.

AdviceFinanceFinancial ServicesImpact Investing
Hiring Manager
Amanda Bruckelmeyer
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Responsibilities

Develop and maintain long-term client relationships by understanding their financial goals and needs
Provide customized investment strategies, retirement planning, tax-efficient strategies, and risk management solutions
Conduct portfolio reviews and recommend adjustments based on market conditions and client objectives
Stay up to date with financial regulations, market trends, and new investment opportunities
Maintain compliance with industry regulations and firm policies

Qualification

FINRA Series 7FINRA Series 66Financial PlanningInvestment ProductsWealth ManagementAnalytical SkillsClient Relationship ManagementCommunication SkillsInterpersonal Skills

Required

Bachelor's degree in Finance, Business, or a related field
Required Licenses: FINRA Series 7 & 66 (or Series 65/63 combination)
Life and Health Insurance License (or willingness to obtain)
3+ years of experience as a financial advisor, investment consultant, or related role
Strong knowledge of investment products, financial planning strategies, and wealth management principles
Excellent communication, interpersonal, and analytical skills
Ability to manage a book of business and build a pipeline of new clients

Benefits

Transition Package: Tailored financial support for experienced advisors to ensure a smooth transition of existing clients.
Access to cutting-edge financial planning technology and support teams.
Ongoing training and professional development opportunities.
A collaborative and client-first culture focused on long-term financial success.

Company

WestPoint Financial Group

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Glassdoor3.5
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WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
dateFounded in 1948
location
Indianapolis, Indiana, USA
people-size201-500 employees
web-link
https://westpointfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Greg McRoberts
Managing Partner
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John Greene
Chief Growth Officer
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Company data provided by crunchbase