WestPoint Financial Group · 1 day ago
Financial Advisor
New Albany, OH
Full-time
Hybrid
New Grad, Entry Level
$80K/yr - $110K/yrWestPoint Financial Group helps professionals transition into financial advising, offering autonomy and support. The role involves building client relationships, protecting assets, and developing wealth strategies.
AdviceFinanceFinancial ServicesImpact Investing
Hiring Manager
Amanda Bruckelmeyer
Responsibilities
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
Qualification
Required
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Preferred
Four year degree preferred
A desire to build something bigger—for your clients and yourself
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