Job Description
Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community?
As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
Responsibilities
• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional development and joint work with associates Qualifications
• Strong interpersonal skills
• Market development and networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• College degree or equivalent work experience required
- Results-driven compensation and access to competitive benefits package including medical and dental, life and disability insurance, thrift and pension plans are available for qualified advisors.*
Why WestPoint?
Join us and have a career that allows for independence, unlimited income potential and personal freedom. Our associates are vibrant, high-energy professionals who put their clients first. Teamwork, idea sharing and healthy competition set our firm apart from others in the industry. We are a growing firm committed to the long-term success of our associates. A profession in the financial services industry provides you with the personal satisfaction of knowing you can make a positive impact on peoples’ lives and enjoy a flexible schedule, excellent training and outstanding benefits. Your income potential will match your talent and initiative. You define your own financial goals rather than worrying about salary caps, corporate grade levels or glass ceilings.
Check out our career opportunities brochure.
We’ll show you the ropes
We focus our attention on training and developing the best financial professionals so that they can be successful in the marketplace. The agency has earned a spot as “Best Places to Work” in several states: Indiana (2008-19, 2021), Illinois (2012-16, 2018-21), Ohio (2018-20) and Kentucky (2017-19). We are also proud to be recognized as a Top Work Place in the Chicagoland area (2020-21), Central Indiana (2021) and Milwaukee (2021).
WestPoint Financial Group has career opportunities across the Midwest, including Indiana, Illinois, Wisconsin, Ohio, West Virginia, and Kentucky.
Do you enjoy helping people?
As people become more sophisticated about their financial matters, they are looking for business professionals who possess the analytical skills and the market foresight to help them design long range strategies for achieving financial security. Whether it’s planning for a college education, designing a retirement strategy, funding for a new business venture or protecting a family’s quality of life, you’ll play an integral role in shaping your client’s most important life decisions.