Financial Advisor

WestPoint Financial Group; Lisle (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

WestPoint Financial Group is seeking a Financial Services Professional to advise clients on financial strategies, investments, and insurance. You will meet with clients to understand goals and recommend suitable products, delivering personalized service.

Ideal candidates are self-driven with strong communication, customer service, and quick learning abilities; licensing such as SIE, Series 7, and Series 66—or the drive to obtain them.

Qualifications

• Self-driven and a self-starter
• Strong people skills and the desire to help others
• Excellent interpersonal and communication abilities
• Ability to learn quickly and adapt to new environments
• SIE, Series 7, Series 66 or the desire to obtain them

Responsibilities

• Meet with clients to understand their financial goals
• Recommend financial products and provide investment solutions
• Deliver an exceptional client experience
• Assist clients with insurance needs and overall financial planning

Skills

Self-driven

Self-starter

People skills

Interpersonal communication

Adaptability

Quick learner

Licensing pursuit (SIE)

Licensing pursuit (Series 7)

Licensing pursuit (Series 66)

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!