Financial Advisor

WestPoint Financial Group; Fort Wayne (IN); On-site; USD 50,000 - 85,000; Full time

Job summary

WestPoint Financial Group is a Midwest financial services firm focused on educating clients and helping them fulfill their financial goals with personalized attention. With a network of over 500 associates, we serve more than 200,000 clients across several states from our core offices, including Fort Wayne, IN.

The Financial Services Professional role involves advising clients on financial strategies, investments, and insurance, meeting with clients, understanding goals, and delivering tailored

Qualifications

• Self-driven and a self-starter.
• Strong people and interpersonal skills.
• Strong communication abilities.
• Ability to learn quickly and adapt to new environments.
• Holder or pursuing SIE, Series 7 and Series 66 licenses.

Responsibilities

• Meet with clients to understand their financial goals and needs.
• Develop financial strategies and investment plans for clients.
• Recommend appropriate financial products and insurance solutions.
• Deliver an exceptional client experience and ongoing service.
• Provide personalized investment solutions to help clients reach long-term goals.

Skills

Self-starter

People skills

Interpersonal skills

Communication skills

Quick learner

Tools

SIE

Series 7

Series 66

Job description

WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 200,000 clients across the Midwest, we have a network of over 500 associates and staff located in Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations include Chicago, Downers Grove, Peoria, Cincinnati, Columbus, Fort Wayne, Indianapolis, Merrillville, Lexington, Louisville, Madison, and Milwaukee.

Role Description

The Financial Services Professional will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing an exceptional client experience. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Qualifications

• Self-Driven and a Self-Starter
• Strong people skills with the desire to help others
• Strong interpersonal and communication skills
• Ability to learn quickly and adaptability to new environments and situations
• SIE, Series 7, Series 66 or the want to obtain them

Create life changing wealth for yourself while helping others accomplish their goals!