WestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial situation, and makes recommendations to help them meet their short- and long-term financial objectives. The successful candidate will be extremely detail-oriented, exercise a strong ability to accurately assess and prioritize, and demonstrate the ability to self-motivate and exercise independent judgment. The Financial Planning Specialist must be committed to acting as a fiduciary by putting the client's best interests first and will display a commitment to helping our advisors be "best in class."
Our associates are vibrant, high-energy professionals who put their clients first. Teamwork, idea sharing, and healthy competition set our firm apart from others in the industry. We are a growing firm committed to the long-term success of our associates.
At WestPoint, we believe our culture of genuinely caring about people is our special sauce. We are good people that are defined by excellence. We work together to be next level in all that we do. We are inclusive, we are welcoming, we are modern.
Responsibilities:
Qualifications:
Salary Range: $70,000 to $80,000
WestPoint Financial Group offers a competitive salary and full benefits package, including Medical, Dental, Vision, Flexible Spending Account, Life Insurance, Disability, Paid Time Off, Paid Holidays, and 401(k).
Please submit a cover letter that includes your salary requirements.
...direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Northrop Grumman. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is...
...performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training &... ...Role Description As Account Representative - State Farm Agent Team Member for Rhonda Greathouse - State Farm Agent, you...
...distributor and advertiser demand for the FOX Networks national content. JOB DESCRIPTION FOX 5 Atlanta is a forward-thinking media organization dedicated to delivering high-quality news and entertainment across digital platforms. We are committed to engaging our...
...As a UX Writer, youll shape the player experience across one of our games -fromtext and tutorials to UI and packaging. Your job isnt to balance mechanics; its to design understanding. Youll collaborate with designers, producers, and narrative partners to make sure...
...At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique...