WestPoint Financial Group helps professionals transition into financial advising, offering autonomy and support. The role involves building client relationships, protecting assets, and developing wealth strategies.
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
- Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
- A strong network and a reputation for being dependable
- High sense of urgency + drive for autonomy
- Four year degree preferred
- A desire to build something bigger—for your clients and yourself
Company Overview
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