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WF

Financial Representative

WestPoint Financial Group
🇺🇸 United States
Hybrid
10 months ago
  • SIE
  • Series 7

Not enough detail in this posting to match

Location: Indianapolis, IN

WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who wants more autonomy, uncapped earning potential, and the ability to build a book of business over time.

Key Responsibilities

  • Build and manage a pipeline through networking, referrals, and proactive outreach

  • Conduct discovery meetings to understand client goals and priorities

  • Educate clients on financial strategies and solutions aligned to their needs

  • Develop long-term relationships through ongoing service, reviews, and follow-up

  • Leverage mentorship, training, and internal resources to grow your practice

  • Maintain compliance standards and complete required licensing

Qualifications

  • Strong communication skills and a relationship-first approach

  • Self-motivated, accountable, and comfortable in a performance-based environment

  • Demonstrated ability to set goals and execute consistently

  • Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)

  • Bachelor’s degree preferred

What We Offer

  • Uncapped commission structure with performance-based growth

  • Non-captive model with flexibility and autonomy

  • Training, coaching, and mentorship to support business development

  • A collaborative advisor community and proven infrastructure

Apply today on LinkedIn or connect to learn more.

Financial Representative · WestPoint Financial Group

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