Senior Wealth Planner & Investment Advisor

WestPoint Financial Group; Chicago (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

WestPoint Financial Group is seeking a financial advisor to deliver personalized investment solutions and help clients work toward long-term goals. You will create financial plans, cross-check work for accuracy, and meet with clients to review progress.

You will build relationships, understand client goals, and develop solutions using investments, financial planning, and insurance, with regular reviews to ensure objectives stay on track.

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.

Skills

Helping others

Creating wealth for clients

Job description

WestPoint Financial Group is seeking a financial advisor to deliver personalized investment solutions and help clients work toward long-term goals. You will create financial plans, cross-check work for accuracy, and meet with clients to review progress.

You will build relationships, understand client goals, and develop solutions using investments, financial planning, and insurance, with regular reviews to ensure objectives stay on track.