Provide holistic financial guidance across insurance, investments, and retirement planning; create customized solutions for individuals, families, and businesses; collaborate with estate, tax, and business planning specialists; build long-term client relationships.
Join one of the Midwest’s most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized, holistic planning. You’ll receive extensive training, advanced resources, and a collaborative team environment designed to help you succeed.
What You’ll Do:
- Provide comprehensive financial guidance across insurance, investments, and retirement planning
- Develop customized solutions for individuals, families, and businesses
- Partner with in-house specialists in estate, tax, and business planning
- Build long-term client relationships grounded in trust and results
Similar Jobs
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Directs credit activities for Private Wealth markets, overseeing underwriting, risk analysis, approvals, monitoring, and regional credit exposure. Manages and develops a team of 12–18, exercises significant credit approval authority, advises on complex transactions, and balances risk with growth and profitability. The role also drives process efficiency, risk governance, resource allocation, succession planning, and enterprise talent development while supporting client needs and organizational strategy.
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manages investment portfolios for high-net-worth and ultra-high-net-worth personal trust clients. Develops and revises investment strategies, conducts portfolio research, coordinates activity with clients and internal and external partners, applies investment guidelines and risk practices, supports new initiatives, and advises on complex situations. The role requires strong investment knowledge, decision-making, negotiation, and client relationship skills, along with at least eight years of wealth management investment experience.
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manages complex high-net-worth investment portfolios and trust relationships, develops tailored investment strategies, and directs portfolio execution. Generates new business, meets sales targets, builds client and referral relationships, and collaborates with relationship managers, legal teams, consultants, and investment practices. Applies advanced portfolio management methodologies, investment solutions, risk controls, and client-service practices while contributing to thought leadership, committees, and strategic initiatives.
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
