What are the responsibilities and job description for the Professional Financial Planner position at WestPoint Financial Group?
Job Summary
We are seeking a highly skilled and motivated Professional Financial Planner to join our team at WestPoint Financial Group.
About the Role
This is an excellent opportunity for someone looking to build a long-term career in financial planning. As a Professional Financial Planner, you will work closely with individuals, business people, and families to develop tailored financial plans that help them achieve their goals.
Key Responsibilities
- Prospecting for new clients through networking and referrals
- Developing and maintaining strong relationships with existing clients
- Conducting fact-gathering and needs analysis to provide personalized financial solutions
Requirements
To be successful in this role, you will need:
- Strong interpersonal skills to build trust with clients
- Mastery of market development and networking techniques
- Presentation and organization skills to communicate complex financial information effectively
- A strong work ethic and self-motivation to drive results
Additionally, a college degree or equivalent work experience is required.
Estimated Salary Range
$60,000 - $90,000 per year, depending on experience and qualifications.
Salary : $60,000 - $90,000
