Wealth Management Advisor

About the role

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.

Responsibilities

• Provide comprehensive financial guidance across insurance, investments, and retirement planning
• Develop customized solutions for individuals, families, and businesses
• Possess strong interpersonal skills to build long-term client relationships grounded in trust and results
• Partner with in-house specialists in estate, tax, and business planning

Qualifications

• Bachelor's degree in finance, economics, or related field
• Minimum 2 years of relevant experience in financial services or related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

• Competitive salary range from $50,000 to $100,000 per year
• Health insurance coverage
• 401(k) plan with company match
• Flexible work schedule
• Professional development opportunities

Schedule

Hybrid in Chicago, IL