Financial Advisor

WestPoint Financial Group; Fort Wayne (IN); On-site; USD 55,000 - 85,000; Full time

Job summary

WestPoint Financial Group is seeking a Financial Services Professional to guide clients toward their financial goals with personalized advice across investments and insurance services.

You will meet with clients, assess their goals, and recommend suitable financial products while delivering an exceptional client experience that helps clients build lasting financial plans.

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.

Responsibilities

• Meet with clients to assess their financial goals.
• Understand clients' financial goals and needs.
• Recommend appropriate financial products and services.
• Provide an exceptional client experience and build lasting relationships.
• Deliver personalized investment solutions to help clients work toward long-term goals.

Skills

Self-motivation

People skills

Interpersonal skills

Communication skills

Quick learner

SIE license

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!