Wealth Management Advisor

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

Job summary

WestPoint Financial Group is seeking a Wealth Management Advisor in Chicago, Illinois. This role involves providing comprehensive financial guidance, developing tailored solutions for clients, and partnering with in-house specialists for planning needs. The ideal candidate will excel in building long-term relationships and achieving results. You will receive extensive training and work within a collaborative team environment to ensure your success.

Responsibilities

• Provide comprehensive financial guidance across insurance, investments, and retirement planning.
• Develop customized solutions for individuals, families, and businesses.
• Partner with in-house specialists in estate, tax, and business planning.
• Build long-term client relationships grounded in trust and results.

Job description

Join one of the Midwest's most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized, holistic planning. You'll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.

What You'll Do :

• Provide comprehensive financial guidance across insurance, investments, and retirement planning
• Develop customized solutions for individuals, families, and businesses
• Partner with in-house specialists in estate, tax, and business planning
• Build long-term client relationships grounded in trust and results