Senior Partner/Wealth Advisor

WestPoint Financial Group; Chicago (IL); On-site; USD 90,000 - 125,000; Full time

Job summary

WestPoint Financial Group is seeking a Wealth Management Advisor to deliver personalized investment solutions. This role involves networking, relationship building, and providing financial plans to help clients achieve their financial goals. Ideal candidates are passionate about creating wealth opportunities and desire to help others.

Benefits

401(k)

Disability insurance

Vision insurance

Medical insurance

Qualifications

• Strong desire to assist clients in achieving financial goals.
• Passionate about creating significant wealth opportunities for themselves and others.

Responsibilities

• Network and set personal planning meetings.
• Build relationships with prospective clients.
• Create tailored investment and financial planning solutions.
• Conduct annual reviews and updates with clients.

Skills

Desire to help others

Building relationships

Understanding client goals

Job description

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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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

401(k)

Disability insurance

Vision insurance

Medical insurance

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