Wealth Architect: Financial Advisor

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

Job summary

WestPoint Financial Group is seeking a Financial Services Professional to advise clients on financial strategies, investments, and insurance. You will meet with clients to understand goals and recommend suitable products, delivering personalized service.

Ideal candidates are self-driven with strong communication, customer service, and quick learning abilities; licensing such as SIE, Series 7, and Series 66—or the drive to obtain them.

Qualifications

• Self-driven and a self-starter
• Strong people skills and the desire to help others
• Excellent interpersonal and communication abilities
• Ability to learn quickly and adapt to new environments
• SIE, Series 7, Series 66 or the desire to obtain them

Responsibilities

• Meet with clients to understand their financial goals
• Recommend financial products and provide investment solutions
• Deliver an exceptional client experience
• Assist clients with insurance needs and overall financial planning

Skills

Self-driven

Self-starter

People skills

Interpersonal communication

Adaptability

Quick learner

Licensing pursuit (SIE)

Licensing pursuit (Series 7)

Licensing pursuit (Series 66)

Tools

SIE

Series 7

Series 66

Job description

WestPoint Financial Group is seeking a Financial Services Professional to advise clients on financial strategies, investments, and insurance. You will meet with clients to understand goals and recommend suitable products, delivering personalized service.

Ideal candidates are self-driven with strong communication, customer service, and quick learning abilities; licensing such as SIE, Series 7, and Series 66—or the drive to obtain them.