Entry Level Financial Advisor

WestPoint Financial Group; Madison (WI); Hybrid; USD 45,000 - 60,000; Full time

Job summary

WestPoint Financial Group in Madison, WI is seeking an Entry Level Financial Advisor for a full-time, hybrid role based in Madison. You will meet with clients to understand financial goals, analyze current financial situations, and develop tailored strategies in budgeting, protection, retirement, and wealth accumulation.

You will prepare and present recommendations, follow up on decisions, and maintain ongoing client relationships through periodic reviews and service updates.

Qualifications

• Bachelor's degree in finance, business, economics, or related field preferred.
• Strong analytical and quantitative abilities with financial data.
• Ability to explain financial concepts clearly to clients.

Responsibilities

• Meet with clients to understand their financial goals and current situations.
• Develop tailored strategies in budgeting, protection, retirement, and wealth planning.
• Prepare and present financial recommendations to clients.
• Follow up on client decisions and maintain ongoing relationships.
• Maintain accurate CRM records and comply with firm standards.
• Collaborate with senior advisors and attend training and networking activities.

Skills

Analytical skills

Communication skills

Interpersonal skills

Time management

Self-motivated

Integrity

Education

Bachelor's degree (finance/business/economics)

Tools

CRM systems

Office productivity tools

Video conferencing

Job description

Company Description

WestPoint Financial Group is a Midwest-based firm dedicated to educating clients and helping them achieve their financial goals through personalized guidance and robust resources. The organization serves more than 200,000 clients with a network of over 500 financial professionals and staff across Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Associates are known for their expertise, product knowledge, and commitment to ongoing professional development, all supported by a stringent code of ethics that prioritizes client interests and integrity. With core offices in cities such as Madison and Milwaukee, WI; Chicago and Peoria, IL; and Indianapolis, IN, the firm offers opportunities to work in established markets and collaborate with experienced colleagues. Candidates can learn more about the firm’s services and values at http://www.westpointfinancialgroup.com/.

Role Description

The Entry Level Financial Advisor is a full-time, hybrid role based in Madison, WI, with the ability to perform some responsibilities from home. This role involves meeting with clients to understand their financial goals, analyzing their current financial situations, and developing tailored strategies in areas such as budgeting, protection planning, retirement planning, and wealth accumulation. The advisor will prepare and present financial recommendations, follow up on client decisions, and maintain ongoing relationships through periodic reviews and service updates. Day-to-day tasks include learning and applying the firm’s financial planning tools, collaborating with senior advisors and specialists, staying current on financial products and regulatory requirements, and participating in training, workshops, and networking activities to build a client base. The role also includes maintaining accurate records in CRM systems and adhering to all compliance and ethical standards of WestPoint Financial Group.

Qualifications

• Strong analytical and quantitative skills, with the ability to interpret financial data, create basic financial plans, and explain concepts clearly to clients.
• Effective communication and interpersonal skills, including active listening, relationship-building, and the ability to present information in a professional and approachable manner.
• Self-motivated, goal-oriented mindset with the capacity to manage time, prioritize tasks, and work independently while collaborating effectively with team members.
• High level of integrity, professionalism, and commitment to placing client interests first, with a willingness to follow firm compliance and ethical standards.
• Comfort with technology, including CRM systems, office productivity tools, and virtual meeting platforms for hybrid in-office and work-from-home activities.
• Bachelor’s degree in finance, business, economics, or a related field preferred; relevant internships, sales experience, or client-facing roles are beneficial.
• Interest in pursuing appropriate financial services and insurance licensing, along with ongoing professional development and industry education.

This role is entreprenurial in nature. The main focus for the entry level Financial Advisor is to participate in supported independence of building a clientele. The role is performance based compensation primarily.