Now Hiring - WestPoint Financial Group - Financial Sales Professional in Chicago, IL

Full description of the position

Duties

- Provide comprehensive financial planning services to clients - Analyze clients' financial situations and develop customized strategies to help them achieve their financial goals - Assist clients in creating and implementing financial plans, including investment strategies, retirement planning, tax planning, and estate planning - Conduct thorough financial analysis and research to identify opportunities for growth and risk mitigation - Stay up-to-date with industry trends and changes in financial regulations to ensure compliance and provide accurate advice to clients - Collaborate with other professionals, such as accountants and attorneys, to provide holistic financial solutions - Build and maintain strong relationships with clients through effective communication and regular reviews of their financial plans Skills - Technical accounting knowledge to analyze financial statements and assess the financial health of individuals or businesses - Proficiency in financial planning software and tools to create accurate projections and models - Strong mathematical skills to perform complex calculations related to investments, taxes, and retirement planning - Knowledge of wills, trusts, and estate law to assist clients in creating comprehensive estate plans - Familiarity with banking products and services for effective cash management strategies - Ability to conduct detailed financial analysis using various methods and tools - Understanding of financial services industry regulations and compliance requirements - Solid grasp of key financial concepts, such as risk management, asset allocation, and diversification - Excellent customer relationship management skills to build trust with clients and provide exceptional service Please note that this job description is not exhaustive and may be subject to change based on the needs of the company. Job Type: Full-time Pay: $75,000.00 - $200,000.00 per year

Benefits

:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation

Package:

• Bonus opportunities
• Commission pay Work Location: Hybrid remote in Chicago, IL 60606