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Senior Partner/Wealth Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-03-11
Listing for:
WestPoint Financial Group
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
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.
Responsibilities- Network and meet people to set personal planning meetings
- Build relationships and understand goals of prospective clients
- Build solutions using investments, financial planning and insurance
- Review and update several times annually
- The desire to help others
- Create life changing wealth for yourself while helping others accomplish their goals
Position Requirements
10+ Years
work experience
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