What are the responsibilities and job description for the Financial Advisor position at WestPoint Financial Group?
Company Description
WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 200,000 clients across the Midwest, we have a network of over 500 associates and staff located in Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations include Chicago, Downers Grove, Peoria, Cincinnati, Columbus, Fort Wayne, Indianapolis, Merrillville, Lexington, Louisville, Madison, and Milwaukee.
Role Description
The Financial Services Professional will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing an exceptional client experience. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Qualifications
- Self-Driven and a Self-Starter
- Strong people skills with the desire to help others
- Strong interpersonal and communication skills
- Ability to learn quickly and adaptability to new environments and situations
- SIE, Series 7, Series 66 or the want to obtain them
Create life changing wealth for yourself while helping others accomplish their goals!