Talent.com
Financial Advisor
Financial AdvisorWestPoint Financial Group • Madison, WI, US
Financial Advisor

Financial Advisor

WestPoint Financial Group • Madison, WI, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Are you looking for a career that will leverage your years of work experience,

provide an opportunity for you to build a business you can call your own, and

deepen your connection with the community? As a Financial Advisor, you will work

directly with individuals, business people, and families to help them navigate

through and secure their financial future.

At WestPoint Financial Group, you will be part of an entrepreneurial system with the

freedom to provide solutions for your clients from a broad portfolio of innovative

products, access to powerful sales tools, and a large resource network so you can

focus on activities that get results.

Responsibilities

  • Prospecting for clients through networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analysis
  • Expanding personal knowledge and skills through ongoing professional

development and joint work with associates

Qualifications

  • Strong interpersonal skills
  • Market development and networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • College degree or equivalent work experience required
[job_alerts.create_a_job]

Financial Advisor • Madison, WI, US

[internal_linking.similar_jobs]

Financial Advisor

Edward JonesWindsor, WI, United States
[job_card.full_time]

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...[internal_linking.show_more]

 • [job_card.promoted]

Help a Family Grow via IVF: $60,000-$100,000+ Compensation

The Genesis GroupSun Prairie, WI, US
[job_card.full_time] +1

You have the power to make miracles for our families.If you’ve previously had a healthy pregnancy, you may qualify to help intended parents grow their family via IVF and receive $60,000-$100,000+ i...[internal_linking.show_more]

 • [job_card.promoted]

Financial Solutions Advisor - Sun Prairie Financial Center

Bank of AmericaMadison, WI, United States
[job_card.full_time]

Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible G...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI

ChaseMadison, WI, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

Family Medicine Physician needed in Sun Prairie, Wisconsin

SSM Health Care SystemTown of Sun Prairie, Wisconsin, United States
[job_card.full_time]

Jump start your career at SSM Health!.At SSM Health, we are committed to delivering exceptional healthcare services, and our Madison offices are actively seeking a Family Medicine physician to join...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Consultant- Madison, WI

Fidelity InvestmentsSun Prairie, WI, United States
[job_card.full_time]

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...[internal_linking.show_more]

 • [job_card.promoted]

Leasing Associate

Continental PropertiesSun Prairie, Wisconsin, United States
[job_card.full_time]

Continental Properties is looking for an enthusiastic and customer-centric.Springs at Sun Prairie residential apartment community in Sun Prairie, WI.You will guide your own success by achieving lea...[internal_linking.show_more]

 • [job_card.promoted]

Block Advisor Tax Advisor

H&R BlockMadison, WI, United States
[job_card.full_time]

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[internal_linking.show_more]

 • [job_card.promoted]

Executive Underwriter OR AVP Underwriting Director - Large Contract Surety

Zurich North AmericaOregon, WI, United States
[job_card.full_time]

Join a team where your expertise is valued, your voice is heard, and your career has room to grow.Large Contract West Region Surety Team.This is a highly technical position and requires experience ...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor Assistant

Wealth Enhancement GroupMadison, WI, United States
[job_card.full_time]

Our Madison, WI office is seeking a meticulous and client-focused Financial Advisor Assistant to join our team.This role is critical in supporting our advisors and ensuring exceptional client exper...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor Series 7, 65 or 66

San Blas SecuritiesMadison Area, WI, US
[job_card.full_time]
[filters_job_card.quick_apply]

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...[internal_linking.show_more]

Travel Occupational Therapist (OT) in Chippewa Falls, WI

AlliedTravelCareersMadison, Wisconsin, US
[job_card.full_time]

Competitive weekly pay (inquire for details) .AlliedTravelCareers is working with Cross Country Allied to find a qualified Occupational Therapist (OT) in Chippewa Falls, Wisconsin, 54729!.As a home...[internal_linking.show_more]

 • [job_card.promoted]

Remote Benefits Advisor (50k-90k per year)

Professional CareersWaunakee, Wisconsin
[filters.remote]
[job_card.full_time] +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r...[internal_linking.show_more]

 • [job_card.promoted]

Family Medicine Physician needed in Sun Prairie, Wisconsin

SSM HealthSun Prairie, US
[job_card.full_time]

SSM Health is an Equal Opportunity Employer:.Jump start your career at SSM Health!.Madison offices are actively seeking an Family Medicine physician to join our team in.New grads are welcome to app...[internal_linking.show_more]

 • [job_card.promoted]

Customer Service Advisor

Valvoline Inc.Madison, WI, United States
[job_card.full_time] +1

Geared for the Driven At Ivy Lane Corp, a franchisee of Valvoline Instant Oil ChangeSM (VIOC), it all starts with our people.We demonstrate that belief every day by living a safety culture that pro...[internal_linking.show_more]

 • [job_card.promoted]

Service Coordinator - Tax Credit

Lutheran Social Services of WI & Upper MIMorrisonville, WI, United States
[job_card.full_time]

Service Coordinator - Tax Credit.M-F, 8am-4:30pm (with flexibility).Lutheran Social Services of Wisconsin and Upper Michigan (LSS) is seeking a.Dane County providing on site services that promote h...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Primary Care APP - Evansville, WI

HealthEcareers - ClientEvansville, WI, USA
[job_card.full_time]

SSM Health is an Equal Opportunity Employer:.Advanced Practice Provider to join our Family Medicine office.NO nights/weekends/holidays or call!.Best-in-class onboarding program.Opportunity to perfo...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor - Madison and Surrounding Areas

Thrivent Financial for LutheransMadison, WI, United States
[job_card.full_time]

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...[internal_linking.show_more]