Wealth Advisor

WestPoint Financial Group

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 Qualifications The desire to help others Create life changing wealth for yourself while helping others accomplish their goals #J-18808-Ljbffr WestPoint Financial Group

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Vacancy posted 3 days ago

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