What are the responsibilities and job description for the Financial Advisor position at WestPoint Financial Group?
Job Description
Job Description
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
