Financial Advisor

WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 200,000 clients across the Midwest, we have a network of over 500 associates and staff located in Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky.

Our core office locations include Chicago, Downers Grove, Peoria, Cincinnati, Columbus, Fort Wayne, Indianapolis, Merrillville, Lexington, Louisville, Madison, and Milwaukee.

This is a full-time hybrid role for a Financial Services Representative based in Madison WI, with some work-from-home flexibility. The Financial Services Representative will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing exceptional client servicing.

• Self-Driven and a Self-Starter
• Strong interpersonal and communication skills
• Ability to learn quick and adaptability to new environments and situations
• Bachelor's degree in finance, Business, or a related field (preferred)
• SIE, Series 7, Series 66 (preferred)
• Life and Health Insurance Licenses (preferred)

💼 Commission-Based | $80,000–$110,000 average first year total income

If you’ve built credibility. You’re trusted in your community. You’re driven, sharp, and ready for a career where you call the shots, this is the career for you!

At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back.