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