Financial Advisor

Company Description

WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals through personalized attention and outstanding resources. Our associates, highly competent professionals, adhere to a stringent code of ethics that places the client's needs above all. Currently serving over 200,000 clients, we operate through a network of financial professionals across the Midwest, with key office locations including Chicago, IL, Indianapolis, IN, and Louisville, KY.

Role Description

This is a full-time on-site role for a Financial Advisor located in Middleton, WI. The Financial Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, providing investment advice, and guiding retirement planning strategies. Day-to-day tasks include client consultation, financial analysis, investment management, and continuous monitoring of clients’ portfolios to ensure they meet their financial goals.

Qualifications

Skills in Financial Planning and Finance

Expertise in Retirement Planning and Investments

Proven experience in Financial Advisory

Excellent interpersonal and communication skills

Strong analytical and problem-solving abilities

Relevant certifications such as CFP (Certified Financial Planner) are a plus

Bachelor's degree in Finance, Business, Economics, or related field