Client-First Financial Advisor - Growth & Transition Support

WestPoint Financial Group; Columbus (OH); Sur place; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Transition package

Résumé du poste

WestPoint Financial Group is seeking a dedicated Financial Advisor to join our team, focusing on building and managing client relationships and delivering personalized financial planning and investment advice. You will have access to industry-leading tools, a strong support team, and a structured transition package for experienced advisors looking to grow their practice.

Join a client-first culture that values integrity and growth.

Qualifications

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

Responsabilités

• Develop and maintain long-term client relationships by understanding financial goals.
• 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.

Connaissances

Relationship management

Investment knowledge

Financial planning

Wealth management

Communication skills

Analytical skills

Portfolio management

Business development

Formation

Bachelor’s degree in Finance, Business, or related field

Outils

FINRA Series 7 & 66 (or Series 65/63)

Life and Health Insurance License

Description du poste

WestPoint Financial Group is seeking a dedicated Financial Advisor to join our team, focusing on building and managing client relationships and delivering personalized financial planning and investment advice. You will have access to industry-leading tools, a strong support team, and a structured transition package for experienced advisors looking to grow their practice.

Join a client-first culture that values integrity and growth.