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.
...opportunity, please contact one of our Talent Specialists. Arun Kumar at (***) ***-**** Vinod at (***) ***-**** Title: IT Project Manager - Remote Duration: 11 Months Location: Remote Only W2 candidates are eligible for this position. Third-party or C2C...
Who we are American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and ...
...charge of producing the wide variety of delights available to our guest onboard our ships; items include: sweets cold and frozen, ice creams, ice cakes, pudding, chocolates, and more! Advanced pastry cooking methods, knowledge of mix techniques, and experience in a high...
...Tractor/Truck in order to qualify for this opportunity. We are an Owner Operator Fleet only. We do not own any trucks, nor do we hire direct... ...Job: Stripes Logistics is seeking dedicated and reliable Power-Only Tractor Owner-Operators to handle container and dry van loads...
...center pivot irrigation systems powered by large 3 phase electric motors. $50,000 to $65,000 per year DOE. Less than 30 minutes from the state capitol and jobs for a spouse. Beautiful country near the Missouri River for hunting, fishing, boating and water sports....