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.
...limited to: Assess and evaluate plant conditions for EHS compliance, conduct or manage inspections and enforce adherence to laws and regulations governing environmental health and safety. The EHS Manager develops and maintains proficiency in technical matters related...
...Were looking for a **talented photo & video editor** who understands **real estate marketing** and knows how to make homes look their absolute best. If you love clean edits, smooth video transitions, and eye-catching reels this might be for you. #### **What You...
...Harbor Health looking for skilled Medical Assistants (MAs) to become a member of our team. Harbor Health is an entirely new multi-specialty clinic group in San Antonio, TX utilizing a modern approach to co-create health with those who get, give, and pay for it, allowing...
...Summary Role : ETL Data Platform Developer Location : Redmond, WA (Onsite ) Key Responsibilities Design and implement ETL pipelines using Microsoft Fabric (Dataflows, Pipelines, Lakehouse ,warehouse, sql) and Azure Data Factory. Build and maintain a metadata...
Part Time House Manager/Nanny for Three Boys A busy, loving family in Amherst, NY, is seeking a tech-savvy, organized, and reliable full-time House Manager/Nanny to care for their three boys (ages 15, 13, 10). The ideal candidate is a proactive multi-tasker who enjoys...