Senior Partner/Wealth Advisor jobs in United States
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WestPoint Financial Group · 1 day ago

Senior Partner/Wealth Advisor

positionChicago, IL
timeFull-time
remoteOnsite
senioritySenior Level

WestPoint Financial Group is seeking a Senior Partner/Wealth Advisor to deliver personalized investment solutions that help clients achieve their long-term financial goals. The role involves creating financial plans, networking to set meetings, and building relationships with prospective clients.

AdviceFinanceFinancial ServicesImpact Investing
Hiring Manager
Jessica Millis
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Responsibilities

Network and meet people to set personal planning meetings
Build relationships and understand goals of prospective clients
Build solutions using investments, financial planning and insurance
Review and update several times annually

Qualification

Financial planningInvestment solutionsInsurance knowledgePeople skillsDesire to help others

Required

Strong people skills
The desire to help others
Create life changing wealth for yourself while helping others accomplish their goals

Company

WestPoint Financial Group

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Glassdoor3.5
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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