Financial Advisor

WestPoint Financial Group; Middleton Junction (WI); On-site; USD 50,000 - 75,000; Full time

Job summary

WestPoint Financial Group in Middleton Junction, Wisconsin seeks a motivated Financial Advisor to build client relationships and provide tailored financial solutions. This role emphasizes networking, strong interpersonal skills, and ongoing personal development. The ideal candidate should possess a college degree or relevant experience. Enjoy a dynamic work environment with the freedom to develop your business while making meaningful contributions to the community.

Qualifications

• Strong interpersonal skills essential for building relationships.
• Ability to develop a client base through networking.
• Experience with presentations and organization is crucial.

Responsibilities

• Prospect for clients through networking and referrals.
• Develop and maintain long-term client relationships.
• Provide financial solutions through needs analysis.
• Continuously improve skills through professional development.

Skills

Strong interpersonal skills

Market development and networking abilities

Presentation and organization skills

Strong work ethic, self-motivated and goal-oriented

Education

College degree or equivalent work experience

Job description

Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

Responsibilities

• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional development and joint work with associates

Qualifications

• Strong interpersonal skills
• Market development and networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• College degree or equivalent work experience required