Senior Partner/Wealth Advisor

WestPoint Financial Group; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

WestPoint Financial Group in Chicago seeks a professional to deliver personalized investment solutions helping clients work toward long-term financial goals. You will create financial plans and cross-check work to ensure information is accurate and reliable.

You will network to set planning meetings, build relationships to understand client goals, and craft solutions using investments, financial planning and insurance. Regular review and updates will be part of the role to keep plans current.

Qualifications

• The desire to help others
• Create life changing wealth for yourself while helping others accomplish their goals

Responsibilities

• Network and meet people to set personal planning meetings
• Build relationships and understand goals of prospective clients
• Build solutions using investments, financial planning and insurance
• Review and update several times annually

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Network and meet people to set personal planning meetings


• Build relationships and understand goals of prospective clients


• Build solutions using investments, financial planning and insurance


• Review and update several times annually

Qualifications

• The desire to help others


• Create life changing wealth for yourself while helping others accomplish their goals