Entry Level Financial Advisor

Company DescriptionWestPoint Financial Group is committed to helping clients achieve their financial goals through expert guidance, personalized attention, and access to outstanding resources. Serving over 200,000 clients across the Midwest, the firm is known for its uncompromising integrity and client-focused approach. With a network of over 500 associates, WestPoint operates from core office locations in Illinois, Indiana, Ohio, Kentucky, Wisconsin, and West Virginia. Our financial and insurance professionals are respected for their expertise, dedication to professional growth, and adherence to a strict code of ethics. WestPoint strives to build lasting relationships by providing tailored financial strategies that address the unique needs of individuals, families, and businesses.Role DescriptionThis is a contract, entry-level hybrid position for a Financial Advisor, based in Chicago, IL, with opportunities for some remote work flexibility. The Financial Advisor will assist clients with financial planning, including retirement planning, investments, and insurance strategies. You will work closely with clients to analyze their financial needs, develop personalized plans, and guide them toward achieving their short- and long-term financial goals. Additional responsibilities include providing ongoing support, monitoring progress, and ensuring clients are informed about changes that might affect their financial landscape.QualificationsHigh school diploma or equivalent (Bachelor’s degree preferred but not required)Strong communication and interpersonal skillsInterest in finance, investing, or helping others plan financiallySelf-motivated with a willingness to learn and growComfortable working with people and building relationshipsBasic computer skills (email, spreadsheets, CRM tools a plus)Professional attitude and strong work ethic