Financial Advisor

Posted Yesterday
Be an Early Applicant
Madison, WI, USA
Hybrid
50K-100K Annually
Entry level
Fintech
The Role
Work directly with individuals, businesses, and families to prospect, build and maintain long-term client relationships, perform fact-finding and needs analysis, and recommend financial solutions while growing your business through networking and professional development.
Summary Generated by Built In

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

Skills Required

  • 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
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The Company
HQ: Indianapolis, IN
386 Employees

What We Do

Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at http://www.westpointfinancialgroup.com/

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