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Financial Advisor

WestPoint Financial Group
Madison, WI Full Time
POSTED ON 1/15/2025 CLOSED ON 4/11/2025

What are the responsibilities and job description for the Financial Advisor position at WestPoint Financial Group?

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, anddeepen your connection with the community? As a Financial Advisor, you will workdirectly with individuals, business people, and families to help them navigatethrough and secure their financial future.At WestPoint Financial Group, you will be part of an entrepreneurial system with thefreedom to provide solutions for your clients from a broad portfolio of innovativeproducts, access to powerful sales tools, and a large resource network so you canfocus 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 professionaldevelopment and joint work with associatesQualifications
  • 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
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Job openings at WestPoint Financial Group

WestPoint Financial Group
Hired Organization Address Lisle, IL Full Time
Company Description WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goa...

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