Financial Advisor jobs in United States
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WestPoint Financial Group · 2 days ago

Financial Advisor

positionMadison, WI
timeFull-time
remoteHybrid
seniorityMid Level
money$50K/yr - $100K/yr

WestPoint Financial Group is seeking a Financial Advisor to help individuals, business people, and families secure their financial future. The role involves building a business, providing financial solutions, and developing long-term client relationships.

AdviceFinanceFinancial ServicesImpact Investing

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

Qualification

Market developmentNetworkingPresentation skillsOrganizational skillsCollege degreeInterpersonal skillsWork ethicSelf-motivatedGoal-oriented

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 required

Company

WestPoint Financial Group

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WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
dateFounded in 1948
location
Indianapolis, Indiana, USA
people-size201-500 employees
web-link
https://westpointfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Greg McRoberts
Managing Partner
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John Greene
Chief Growth Officer
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Company data provided by crunchbase