Job summary
Job post source
This job is directly from WestPoint Financial Group
Job overview
The Financial Services Professional role at WestPoint Financial Group involves providing financial advice and solutions to clients, impacting their financial goals and investment strategies.
Responsibilities and impact
The role requires meeting with clients, understanding their financial goals, recommending financial products, and delivering exceptional client service to support company objectives.
Compensation and benefits
The position is commission-based with an average first-year total income of $80,000 to $110,000, with some work-from-home flexibility as a hybrid role.
Experience and skills
Candidates should be self-driven with strong interpersonal and communication skills, adaptable, preferably holding a bachelor's degree in finance or business, and ideally possessing SIE, Series 7, Series 66, and Life and Health Insurance licenses.
Career development
WestPoint Financial Group offers autonomy, support, and a community environment to help professionals grow their financial advising careers.
Work environment and culture
The company values integrity, expertise, and personalized client attention, fostering a supportive and professional community for its associates.
Company information
WestPoint Financial Group serves over 200,000 clients across the Midwest with more than 500 associates, operating in multiple states with core offices in major cities including Chicago and Indianapolis.
Job location and travel
The position is based in Downtown Chicago, IL, with a hybrid work model allowing some remote work.
Unique job features
This role offers a hybrid work environment, commission-based earnings, and the opportunity to work with a reputable financial services firm focused on client education and personalized financial planning.
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 self-driven nature and ability to quickly adapt to new environments, showcasing your interpersonal and communication skills as key strengths.
Emphasize any experience or knowledge related to financial advising, client relationship management, and familiarity with financial products such as investments and insurance.
Apply through multiple channels including WestPoint Financial Group's corporate career site and LinkedIn to maximize your chances of being noticed for the Financial Services Professional role.
Connect on LinkedIn with current associates or recruiters in WestPoint's financial services division, using ice breakers like commenting on recent company news, asking about team culture, or inquiring about the onboarding process for new financial advisors.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial advice,' 'client servicing,' 'investment strategies,' 'insurance services,' and 'self-starter' to ensure it passes automated screenings.
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