Financial Advisor

WestPoint Financial Group; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Transition Package

Advanced planning tools

Ongoing training

Collaborative culture

Job summary

WestPoint Financial Group is seeking a motivated Financial Advisor to build and manage client relationships, delivering personalized financial planning and investment advice. You will access leading planning tools and a strong support team to grow your practice and transition existing clients.

The role emphasizes industry licenses, market awareness, and ongoing professional development within a collaborative, client-first culture.

Qualifications

• Bachelor’s degree in Finance/Business or related field.
• FINRA Series 7 & 66 (or Series 65/63) licenses.
• Life and Health Insurance License.
• 3+ years as a financial advisor or related role.
• Strong knowledge of investment products and wealth management principles.
• Excellent communication, interpersonal, and analytical skills.
• Ability to manage a book of business and build a client pipeline.

Responsibilities

• 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 adjust recommendations based on market conditions and objectives.
• Stay up to date with financial regulations, market trends, and new investment opportunities.
• Maintain compliance with industry regulations and firm policies.

Skills

Client relationship management

Investment knowledge

Wealth planning

Communication skills

Sales & pipeline development

Education

Bachelor’s degree in Finance or Business

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

Life and Health Insurance License

Job description

We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing 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.

Key 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.

Qualifications & Licenses:

• Bachelor’s degree in Finance, Business, or a related field (preferred).
• 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.

What We May Offer:

• 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.