WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment…

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity in a world of infinite information. Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth. Teamwork, idea sharing, and healthy competition set our…

WestPoint Financial Group is assisting with the sourcing of this position. The successful candidate will be the direct employee of The Todd Group. Our successful and tenured advisors, The Todd Group, 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…

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity in a world of infinite information. Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth. Teamwork, idea sharing, and healthy competition set our…

WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment…

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity in a world of infinite information. Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth. Teamwork, idea sharing, and healthy competition set our…

WestPoint Financial Group is assisting with the sourcing of this position for Triumph Wealth Management; Triumph Wealth Management is the direct employer for this role. Location: Madison, WI (On-site) Position Type: Full-Time, Monday through Friday Compensation: $50,000 - $60,000 annually + Benefits Reports to: Triumph Wealth Management Senior Management Triumph Wealth Management…

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity in a world of infinite information. Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth. Teamwork, idea sharing, and healthy competition set our…

WestPoint Financial Group is seeking an Operations Associate to support our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee) by providing efficiencies, record keeping and helping our advisors as they navigate the complexities of running their fee-based financial planning practices. The ideal candidate will demonstrate independent judgment…