Financial Services Representative/Advisor

WestPoint Financial Group; Madison (WI); Hybrid; USD 40,000 - 90,000; Full time

Job summary

WestPoint Financial Group in Madison, WI is seeking a Financial Services Representative/Advisor for a hybrid role. You will meet clients to assess financial goals, analyze current situations, and develop tailored investment, insurance, and financial solutions that fit their needs.

Day-to-day tasks include growing and maintaining a client portfolio, delivering ongoing service and reviews, staying informed about market trends, and collaborating with internal teams to present comprehensive options.

Qualifications

• Experience in customer service to build relationships and provide high-level client support.
• Bachelor's degree in finance, business, economics, or related field; CFP®, CLU®, ChFC® progress beneficial.
• Strong communication, interpersonal and presentation skills with a client-first mindset and ethics.
• Ability to work in a hybrid environment and manage time independently, while meeting regulatory requirements.

Responsibilities

• Meet with clients to assess financial goals and develop tailored strategies.
• Maintain and grow a client portfolio with ongoing service and support.
• Conduct regular financial reviews and clearly explain recommendations.
• Stay informed about market trends and product offerings; collaborate with internal teams to present comprehensive options.
• Ensure compliance with regulatory standards and company policies.

Skills

Customer service

Relationship building

Communication skills

Education

Bachelor's degree in Finance or related field

Job description

Company Description

WestPoint Financial Group is a Midwest-based financial services firm dedicated to educating clients and helping them achieve their financial goals. The firm offers personalized attention, experienced financial guidance, and access to a broad range of financial and insurance resources. Its associates are known for their expertise, product knowledge, and commitment to professional growth, guided by a strict code of ethics that places client interests first. WestPoint serves more than 200,000 clients through over 500 professionals located across Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky, with core offices including Madison, WI. Candidates can learn more about the firm’s services and culture by visiting http://www.westpointfinancialgroup.com/.

Role Description

This is a full-time Financial Services Representative/Advisor role in a hybrid work arrangement based in Madison, WI, with some work-from-home flexibility. The individual in this role will meet with clients to assess their financial goals, analyze their current financial situations, and develop tailored strategies involving investments, insurance, and other financial solutions. Day-to-day responsibilities include maintaining and growing a client portfolio, providing ongoing service and support, conducting financial reviews, and ensuring clients understand recommendations and options. The role also involves staying informed about market trends and product offerings, collaborating with internal teams to deliver comprehensive solutions, and adhering to regulatory and company compliance standards.

Qualifications

• Candidates should possess experience in Customer Service to build relationships, respond to inquiries, and provide a high level of client support.
• Relevant qualifications such as a bachelor’s degree in finance, business, economics, or a related field, and progress toward professional designations (e.g., CFP®, CLU®, ChFC®) are beneficial.
• Strong communication, interpersonal, and presentation skills, along with ethical judgment and a client-first mindset, are essential.
• Ability to work effectively in a hybrid environment, manage time independently, and meet regulatory and firm compliance requirements is expected.

Compensation

This role is performance based/commission only. Compensation varies and will be explained more in-depth if you are selected for an interview.