Holistic Wealth Advisor – Planning & Growth

WestPoint Financial Group; Lisle (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

WestPoint Financial Group, located in Lisle, Illinois, is seeking a Wealth Management Advisor to provide comprehensive financial guidance in insurance, investments, and retirement planning. This role includes developing customized solutions and partnering with in-house specialists.

As part of a respected financial firm, you will receive extensive training and resources to build long-term client relationships. Join a collaborative team environment aimed at helping you succeed in your career.

Responsibilities

• Provide comprehensive financial guidance across insurance, investments, and retirement planning.
• Develop customized solutions for individuals, families, and businesses.
• Partner with in-house specialists in estate, tax, and business planning.
• Build long-term client relationships grounded in trust and results.

Job description

WestPoint Financial Group, located in Lisle, Illinois, is seeking a Wealth Management Advisor to provide comprehensive financial guidance in insurance, investments, and retirement planning. This role includes developing customized solutions and partnering with in-house specialists.

As part of a respected financial firm, you will receive extensive training and resources to build long-term client relationships. Join a collaborative team environment aimed at helping you succeed in your career.