WestPoint Financial Group ยท 3 weeks ago
Financial Representative
Indianapolis, IN
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $100K/yrWestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.
AdviceFinanceFinancial ServicesImpact Investing
Responsibilities
Build and manage a pipeline through networking, referrals, and proactive outreach
Conduct discovery meetings to understand client goals and priorities
Educate clients on financial strategies and solutions aligned to their needs
Develop long-term relationships through ongoing service, reviews, and follow-up
Leverage mentorship, training, and internal resources to grow your practice
Maintain compliance standards and complete required licensing
Qualification
Required
Strong communication skills and a relationship-first approach
Self-motivated, accountable, and comfortable in a performance-based environment
Demonstrated ability to set goals and execute consistently
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Preferred
Bachelor's degree preferred
Benefits
Uncapped commission structure with performance-based growth
Non-captive model with flexibility and autonomy
Training, coaching, and mentorship to support business development
A collaborative advisor community and proven infrastructure
Company
WestPoint Financial Group
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
Founded in 1948
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McRoberts
Managing Partner
John Greene
Chief Growth Officer
Company data provided by crunchbase