Financial Advisor: Grow Your Practice with Transition

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

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