What are the responsibilities and job description for the Financial Services Professional position at WestPoint Financial Group?
WestPoint Financial Group is committed to providing its clients with personalized financial guidance to help them achieve their individual goals. With a network of over 500 associates and staff, the company serves more than 200,000 clients across the Midwest, emphasizing professional growth, expertise, and integrity. Associates are known for their deep product knowledge and unwavering focus on client needs, ensuring ethical and thoughtful financial solutions. Operating from multiple offices across Illinois, Ohio, Indiana, Wisconsin, Kentucky, and West Virginia, WestPoint Financial Group is a trusted provider of comprehensive financial and insurance services, dedicated to cultivating long-term relationships.
This is a full-time hybrid role for a Financial Services Professional, based in Lisle, IL, with flexibility for partial remote work. The Financial Services Professional will work with clients to assess financial needs and develop personalized plans for financial stability and growth. Responsibilities include advising on financial products and services, assisting with retirement planning, and providing guidance on investment and insurance options. The role also involves maintaining strong client relationships through effective communication and ongoing education initiatives.
- Expertise in Financial Planning, Retirement Planning, and Financial Services
- Proficiency in Finance-related solutions and strategies
- Strong Communication skills to effectively advise and build relationships with clients
- Commitment to ethical standards and maintaining client-first principles
- Experience or education in related fields such as business, finance, or economics is an advantage
- Ability to work both independently and collaboratively in a hybrid work environment