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.
...Full-Time Hospice Certified Nursing Assistant (CNA) Compassion in Action. Care with Purpose. Location: Tucson, AZ Are you a dedicated Certified Nursing Assistant looking for meaningful full-time work that truly matters? At Dependable Hospice, were seeking compassionate...
...beginners Individuals who require constant direction or external motivation Those uncomfortable with accountability or self-management Next Step Apply only if this resonates. The next page includes a short questionnaire to confirm alignment and...
...Make a Real Impact! Are you a passionate Nurse looking to make a difference in the... ...skills and dedication to patient care. As a Per diem for Wound Care and other Visits with us... ...and up-to-date TB test Willingness to travel within the designated service area...
...Family Medicine Physician 2946 Live or Work in Chicago!*Fabulous opportunity for a Family or Internal Medicine physician to join a well-established hospital group in Indiana, near Chicago. *Highly competitive compensation package including: Great Pay, Sign-on,...
...ROLE WHC LLC (A Surerus Murphy Company) (WHC Energy Services), is seeking to recruit a Human Resources Advisor Projects. The Human Resources Advisor Projects, is responsible for aligning HR strategies for field operations and ensuring that project HR practices support...