Independent Financial Advisor — Build Your Own Practice

WestPoint Financial Group

New Albany (OH)

On-site

USD 80,000 - 110,000

Full time

14 days+
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Job summary

WestPoint Financial Group is seeking motivated individuals to build their own financial advisory practice in New Albany, Ohio. This role offers the freedom and flexibility to help clients protect their assets and grow wealth. Candidates should have a strong reputation, be driven for autonomy, and be willing to obtain necessary licenses. With a proven team behind you, this is an exciting opportunity for career changers looking to make a significant impact in their communities.

Qualifications

  • Dependable reputation and strong community relationships required.
  • Willingness to obtain Life & Health License, SIE, and Series 7 if not already licensed.

Responsibilities

  • Help people protect what matters and build long-term wealth.
  • Leverage community relationships to grow client base.
  • Build business with team and infrastructure support.
  • Stay updated on financial planning and risk strategies.

Skills

Strong network and reputation
High sense of urgency
Drive for autonomy

Education

Four year degree preferred

Job description

WestPoint Financial Group is seeking motivated individuals to build their own financial advisory practice in New Albany, Ohio. This role offers the freedom and flexibility to help clients protect their assets and grow wealth. Candidates should have a strong reputation, be driven for autonomy, and be willing to obtain necessary licenses. With a proven team behind you, this is an exciting opportunity for career changers looking to make a significant impact in their communities.
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