Financial Advisor

WestPoint Financial Group; Columbus (OH); Presencial; USD 85.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Transition package

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Relationship management

Investment knowledge

Financial planning

Wealth management

Communication skills

Analytical skills

Portfolio management

Business development

Educación

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

Herramientas

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

Life and Health Insurance License

Descripción del empleo

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.

If you are a driven financial professional looking for a firm that values integrity, growth, and client relationships, we encourage you to apply.