Hybrid Financial Advisor | Client-Focused Wealth Planning

WestPoint Financial Group; Madison (WI); Híbrido; USD 40.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Relationship building

Communication skills

Educación

Bachelor's degree in Finance or related field

Descripción del empleo

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.