Compliance Associate. Indianapolis, IN. WestPoint Financial Group, a full-service financial services firm, is looking for a highly detailed professional to join our compliance team. This role plays an integral part in supporting our team of compliance supervisory officers and ensuring our firm and associates comply with industry guidelines and regulations. The ideal candidate for this role will be skilled in managing deadlines, multi-tasking, pri...
WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of the advisor. Sales Assistant. The Sales Assistant is responsible for handling all aspects of the Advisor's business. this role should positively contribute to the advisor's practice by nurturing the client's relationship with the advisor. This position requires a proactive, self-starter individual with excellent communication, techn...
WestPoint Financial Group, a full-service financial services firm, is looking for a highly detailed professional to join our compliance team. This position plays an integral role on a team of compliance supervisory officers and ensures our firm and associates comply with industry guidelines and regulations. The ideal candidate for this role will be skilled in managing deadlines, multi-tasking, prioritization and must be a highly proficient commun...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. . in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate,...
Job Description. Job Description. WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate indep...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate, an...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. . in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate,...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate, an...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate, an...
WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department. in one of our district offices. (Chicago, Cincinnati, Indianapolis, Lexington, Lisle, Madison, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment, self-motivate, an...
Job Description. Job Description. This position is being offered by Roell Capital Management, LLC. WestPoint Financial Group is assisting with the sourcing of this position. Roell Capital Management believes that expectations are the single greatest component to a fruitful relationship. Roell Capital Management's clients know that they can expect open, honest and clear communication when working with their advisors to meet their financial plannin...
This position is being offered by an advisor team located in Crystal Lake, one of Chicago's premier northwestern suburbs. WestPoint Financial Group is assisting with the sourcing of this position. A successful and tenured advisor practice is looking for an additional member to add to their highly skilled team. The advisor team is seeking an outgoing and professional team member to join their practice 30 hours each week as a Client Service Assoc...
