WestPoint Financial Group is seeking motivated individuals to transition into financial advising. The role involves helping clients protect their assets and build wealth while leveraging community relationships to grow a personal client base.
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
Skills
- A strong network and a reputation for being dependable
- High sense of urgency + drive for autonomy
- Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
- Four year degree preferred
- A desire to build something bigger—for your clients and yourself
Benefits
- Non-captive model = freedom + flexibility
- Mentorship. Growth. Ownership.
Company Overview
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals. It was founded in 1948, and is headquartered in Indianapolis, Indiana, USA, with a workforce of 201-500 employees. Its website is https://westpointfinancialgroup.com.