WestPoint Financial Group Logo

WestPoint Financial Group

Financial Advisor

Reposted One Month Ago
Be an Early Applicant
Hybrid
Chicago, IL, USA
50K-100K Annually
Entry level
Hybrid
Chicago, IL, USA
50K-100K Annually
Entry level
Build and manage a client base by prospecting, networking, and providing tailored financial solutions. Develop long-term relationships, perform needs analysis, present recommendations, and pursue ongoing professional development alongside associates.
The summary above was generated by AI

Are you looking for a career that will leverage your years of work experience,

provide an opportunity for you to build a business you can call your own, and

deepen your connection with the community? As a Financial Advisor, you will work

directly with individuals, business people, and families to help them navigate

through and secure their financial future.

At WestPoint Financial Group, you will be part of an entrepreneurial system with the

freedom to provide solutions for your clients from a broad portfolio of innovative

products, access to powerful sales tools, and a large resource network so you can

focus on activities that get results.

Responsibilities

• Prospecting for clients through networking and referrals

• Developing and maintaining long-term relationships with clients

• Providing financial solutions for clients through fact gathering and needs analysis

• Expanding personal knowledge and skills through ongoing professional

development and joint work with associates

Qualifications

• Strong interpersonal skills

• Market development and networking abilities

• Presentation and organization skills

• Strong work ethic, self-motivated and goal-oriented

• College degree or equivalent work experience required

Similar Jobs

25 Days Ago
Hybrid
Chicago, IL, USA
165K-400K Annually
Senior level
165K-400K Annually
Senior level
Agency • Fintech • Payments • Sharing Economy • Social Impact
Conduct independent research in financial economics, publish findings in leading academic journals, provide in-depth analysis for Federal Reserve policy briefings, and contribute to the Bank’s research mission. Candidates must demonstrate strong finance and economics publication records, academic or comparable research experience, and excellent communication skills.
4 Days Ago
In-Office
Darien, IL, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Develops and manages relationships with high-net-worth clients, builds a book of business, assesses financial needs, recommends suitable investment products, and delivers wealth management advice. Responsibilities include prospecting, referrals, client servicing, compliance documentation, Salesforce updates, collaboration with specialists, and meeting performance goals. The role includes structured training, coaching, continuing education, and required licensing and SAFE Act registration.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
4 Days Ago
In-Office
Chicago, IL, USA
Senior level
Senior level
Business Intelligence • Consulting
Develops financial services business for a management consulting firm by leveraging executive relationships, identifying opportunities, making introductions, advising on industry trends, and supporting prospects through closed business. The role collaborates on growth strategies, proposals, SOWs, CRM tracking, prospect meetings, and performance targets. It is a flexible, remote, part-time position requiring approximately 10–30 hours monthly, with occasional travel and potential opportunities for additional consulting project work.

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account