Senior Partner/Wealth Advisor Job at WestPoint Financial Group, Chicago, IL

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  • WestPoint Financial Group
  • Chicago, IL

Job Description

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

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Responsibilities

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  • Network and meet people to set personal planning meetings
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  • Build relationships and understand goals of prospective clients
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  • Build solutions using investments, financial planning and insurance
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  • Review and update several times annually
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Qualifications

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  • Strong people skills
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  • The desire to help others
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  • Create life changing wealth for yourself while helping others accomplish their goals
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Job Tags

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