Senior Partner/Wealth Advisor

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from 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 Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Finance Referrals increase your chances of interviewing at WestPoint Financial Group by 2x Inferred from the description for this job

401(k) Medical insurance Get notified about new Wealth Management Advisor jobs in

Chicago, IL . Chicago, IL $90,000.00-$100,000.00 1 week ago Chicago, IL $130,000.00-$150,000.00 2 weeks ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago

Chicago, IL $75,000.00-$80,000.00 2 weeks ago Chicago, IL $75,000.00-$90,000.00 22 hours ago Skokie, IL $60,000.00-$85,000.00 1 day ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago

Investment Executive (Financial Advisor) Downtown Chicago

Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit

Chicago, IL $85,000.00-$240,000.00 1 day ago Greater Chicago Area $150,000.00-$200,000.00 3 weeks ago Chicago, IL $75,000.00-$80,000.00 1 week ago J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL

Chicago, IL $99,600.00-$169,200.00 2 weeks ago Chicago, IL $100,000.00-$115,000.00 3 weeks ago Northbrook, IL $130,000.00-$175,000.00 2 days ago Chicago, IL $65,000.00-$70,000.00 1 week ago Chicago, IL $175,000.00-$225,000.00 2 weeks ago Wheaton, IL $94,000.00-$163,000.00 6 days ago Chief Investment Officer, Wealth Management

Chicago, IL $400,000.00-$550,000.00 2 weeks ago Chicago, IL $75,000.00-$150,000.00 4 weeks ago Wealth Regional Director - Chicago (C16)

Chicago, IL $250,000.00-$500,000.00 2 weeks ago Chicago, IL $139,230.00-$163,800.00 5 days ago Financial Advisor - Endowments and Foundations

Chicago, IL $100,000.00-$130,000.00 1 week ago Wealth at Work - Investment Counselor Lead - VP

Chicago, IL $155,280.00-$232,920.00 2 weeks ago Chicago, IL $100,000.00-$100,000.00 1 week ago Senior Manager, Wealth Advisor - Schwab Wealth Advisory

J.P. Morgan Wealth Management – Private Client Advisor - Lakeshore North

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr