Financial Advisor

WestPoint Financial Group; Columbus (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Transition package

Support team

Job summary

WestPoint Financial Group seeks a motivated Financial Advisor to join our team. You will build and manage relationships with clients, providing personalized financial planning and investment advice using leading tools and a strong support team.

Key responsibilities include developing long-term client relationships, delivering customized investment strategies and retirement planning, conducting portfolio reviews, staying informed on regulations and market trends, and maintaining compliance in all

Qualifications

• Bachelor’s degree in Finance, Business, or related field (preferred).
• Required licenses: FINRA Series 7 & 66 (or Series 65/63) and 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.

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.

Skills

Client relationship management

Communication skills

Analytical skills

Sales / business development

Education

Bachelor's degree in Finance/Business

Tools

Financial planning software

Wealth management platforms

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.