WestPoint Financial Group

Compliance Officer for Financial Services Industry

WAUWATOSA, WIPosted a month ago

Job summary

Company overview

WestPoint Financial Group is a financial services firm that provides comprehensive financial planning, investment management, and insurance solutions to individuals, families, and businesses. They generate revenue through advisory fees, commissions on insurance products, and investment management fees. Founded in 1988, the company has a strong history of client-focused service and has grown to become one of the leading financial advisory firms in the Midwest. Their commitment to personalized financial strategies and long-term client relationships is a cornerstone of their business model.

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