Financial Advisor
westpoint financial groupDayton (OH)
Financial Advisor
Posted 15 days ago
westpoint financial groupDayton (OH)
SENIORITY
Senior
About the role
About the Role:
We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong support team, and a structured transition package for experienced advisors looking to grow their practice.
Key Responsibilities:
- Develop and maintain long-term client relationships by understanding their financial goals and needs.
- Provide customized investment strategies, retirement planning, tax-efficient strategies, and risk management solutions.
- Conduct portfolio reviews and recommend adjustments based on market conditions and client objectives.
- Stay up to date with financial regulations, market trends, and new investment opportunities.
- Maintain compliance with industry regulations and firm policies.
- Qualifications & Licenses:
- Bachelor's degree in Finance, Business, or a related field (preferred).Required Licenses:
- FINRA Series 7 & 66 (or Series 65/63 combination).Life and Health Insurance License (or willingness to obtain).3+ years of experience as a financial advisor, investment consultant, or related role.
- Strong knowledge of investment products, financial planning strategies, and wealth management principles.
- Excellent communication, interpersonal, and analytical skills.
- Ability to manage a book of business and build a pipeline of new clients.
- What We May Offer:
- Transition Package: Tailored financial support for experienced advisors to ensure a smooth transition of existing clients.
- Access to cutting-edge financial planning technology and support teams.
- Ongoing training and professional development opportunities.
- A collaborative and client-first culture focused on long-term financial success.
- If you are a driven financial professional looking for a firm that values integrity, growth, and client relationships, we encourage you to apply.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.