Job summary
Job post source
This job is directly from WestPoint Financial Group
Job overview
The Financial Advisor role at WestPoint Financial Group involves providing personalized financial advice and solutions to clients to help them achieve their long-term financial goals.
Responsibilities and impact
The Financial Advisor will meet with clients to understand their financial goals, recommend appropriate financial products including investments and insurance, and deliver an exceptional client experience.
Experience and skills
Candidates should be self-driven with strong interpersonal and communication skills, have the desire to help others, be adaptable, and either hold or be willing to obtain SIE, Series 7, and Series 66 licenses.
Work environment and culture
WestPoint Financial Group values integrity, expertise, and personalized client attention, serving a large client base across multiple Midwest states with a professional and supportive environment.
Company information
WestPoint Financial Group serves over 200,000 clients across the Midwest with a network of over 500 associates and staff, operating in multiple states and major cities including Chicago and Indianapolis.
Job location and travel
The company has core office locations in several Midwest cities including Chicago, Downers Grove, Peoria, Cincinnati, Columbus, Fort Wayne, Indianapolis, Merrillville, Lexington, Louisville, Madison, and Milwaukee.
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.
How to land this job
Position your resume to highlight your interpersonal skills, client-focused approach, and any experience with financial advising or customer service, as WestPoint Financial Group values strong people skills and personalized client attention.
Emphasize your adaptability, quick learning ability, and any certifications like SIE, Series 7, or Series 66, or your commitment to obtaining them, as these are key qualifications for the role.
Apply through multiple platforms including WestPoint Financial Group's corporate career site, LinkedIn, and other job boards where the position is listed to increase your chances of visibility.
Connect on LinkedIn with current Financial Advisors or associates in the relevant divisions at WestPoint Financial Group, using ice breakers such as commenting on their client success stories, recent company news, or asking for advice about succeeding in the role.
Optimize your resume for ATS by incorporating keywords from the job description like 'financial advice,' 'investment solutions,' 'client experience,' 'Series 7,' and 'Series 66' to ensure your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best job portals for submission, and discover LinkedIn connections to network with, allowing you to focus your energy on preparing for interviews and improving your skills.
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