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.
...At Bayer were visionaries, driven to solve the worlds toughest challenges and striving for a world where 'Health for all Hunger for none is no longer a dream, but a real possibility. Were doing it with energy, curiosity and sheer dedication, always learning from unique...
...Position Summary We are seeking a dependable and safety-focused Forklift Operator / Material Handler to support daily warehouse... ...Operate forklifts and material handling equipment (sit-down, stand-up, reach truck, pallet jack, as applicable) in a safe and efficient manner...
...Sea Fox Boat Company is an industry-leading saltwater fishing boat manufacturer We are seeking a reliable and hardworking Warehouse Associate to support operations in our boat manufacturing facility . This role involves handling marine parts and materials, managing...
...Requisition Id15803 Overview: We are seeking a Nuclear Mechanical Engineer to join the Systems Engineering (SE) Group within the Research Reactors Division (RRD) at Oak Ridge National Lab (ORNL).Our groupis responsible forthe High Flux Isotope Reactor...
...Local Some self dispatch accounts No trailer fees, mostly power only Most loads pay next day, no pay hold back... ...an Amazing year. The sky's the limit! Semi Local CDL A owner operator Position with great pay and equitable home time for work/life...