WestPoint Financial Group is assisting with the sourcing of this position. The successful candidate will be the direct employee of the advisor team.

Our successful and tenured advisors are seeking a personable, collaborative and accountable individual to join their highly-skilled team. This advisor practice offers a positive environment, competitive salary plus bonus, and a generous benefit plan. This position is an opportunity to advance your financial services career with a highly-respected and secure organization.

This role is Full-Time, Monday through Friday, and works in a well-appointed office approximately 45 miles NW of downtown Chicago.

Duties:

• Create investment proposals
• Account opening, service requests and ongoing maintenance
• Track and closely follow asset movement
• Support the financial planning process
• Keep detailed notes of client correspondence and required actions
• Other general administrative duties as assigned

Experience:

• 2+ years administrative experience (required)
• 2+ years financial services experience (required)
• Life and Health License, and Series 6/7 Registered (a plus)
• Proficient with investment trading systems and processes (a plus)
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software (required)
• Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM (preferred)

Qualifications:

• Excellent verbal and written communication skills
• Highly detail-oriented with superior time management skills
• Works well under pressure and meets established objectives and deadlines
• Team player with the ability to adapt to change
• Works collaboratively and independently
• Takes initiative
• Proficient in use of computers and technology

Benefits:

• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick
• Paid Holidays
• Retirement Plan w/match
• Bonus Eligible
• Continuing Education

Salary: $50,000-$70,000 annually, dependent upon qualifications.