Hybrid Entry-Level Financial Advisor: Build Clients

WestPoint Financial Group; Madison (WI); Hybrid; USD 45,000 - 60,000; Full time

Job summary

WestPoint Financial Group in Madison, WI is seeking an Entry Level Financial Advisor for a full-time, hybrid role based in Madison. You will meet with clients to understand financial goals, analyze current financial situations, and develop tailored strategies in budgeting, protection, retirement, and wealth accumulation.

You will prepare and present recommendations, follow up on decisions, and maintain ongoing client relationships through periodic reviews and service updates.

Qualifications

• Bachelor's degree in finance, business, economics, or related field preferred.
• Strong analytical and quantitative abilities with financial data.
• Ability to explain financial concepts clearly to clients.

Responsibilities

• Meet with clients to understand their financial goals and current situations.
• Develop tailored strategies in budgeting, protection, retirement, and wealth planning.
• Prepare and present financial recommendations to clients.
• Follow up on client decisions and maintain ongoing relationships.
• Maintain accurate CRM records and comply with firm standards.
• Collaborate with senior advisors and attend training and networking activities.

Skills

Analytical skills

Communication skills

Interpersonal skills

Time management

Self-motivated

Integrity

Education

Bachelor's degree (finance/business/economics)

Tools

CRM systems

Office productivity tools

Video conferencing

Job description

WestPoint Financial Group in Madison, WI is seeking an Entry Level Financial Advisor for a full-time, hybrid role based in Madison. You will meet with clients to understand financial goals, analyze current financial situations, and develop tailored strategies in budgeting, protection, retirement, and wealth accumulation.

You will prepare and present recommendations, follow up on decisions, and maintain ongoing client relationships through periodic reviews and service updates.