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Experienced Financial Advisors

Career Opportunities at WestPoint Financial Group

Join a financial services firm built on support, culture, and growth.

Tell us about your practice 

Learn more about WestPoint

Our Impact in Numbers

Assets under advisement 1
$ 0 B
Clients served across all 50 states 2
0 k+
Financial professionals
0 +
Senior Partners & Partners
0

Why Experienced Advisors Choose WestPoint

Sophisticated Offerings

From institutional money managers to private equity and private credit, WestPoint offers a of wide range of non-proprietary investment and insurance solutions to give your clients the unbiased advice they deserve.

Transition Support

Get support bringing over existing clients and expanding your client base.

Competitive Compensation

We know your value. Our competitive compensation gives you the edge you need to strengthen and grow your practice.

Benefits & Allowances 

Medical, dental, disability, and family planning benefits, as well as robust retirement plans and additional bonuses.

Professional Teaming

Strategic partnerships between advisors gives you access to shared expertise, growth opportunities, and a stronger impact for your clients.

Thriving Entrepreneurial Spirit

Freedom to make the right investment recommendations for your clients with low expense ratios and flexibility to set fees.

Succession Planning Support

From designing exit strategies to support with acquisitions, we help you protect your legacy and plan for the future of your business.

Seamless Relationship Management

Our Advisor 360 platform was created to connect advisors, clients and back office support for a seamlessly integrated user experience.

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“WestPoint has allowed me to make specific investments inside my practice.

This has helped me to grow my business exponentially, and think bigger, faster!

Jamie Asher, Wealth Management Advisor
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The WestPoint Way

At WestPoint, you are the client.

Our team of 70+ staff provide operational and marketing support for your practice.

Get access to a robust team of support staff who are in place to serve you. We have hundreds of combined years of experience in operations, marketing, new business processing, technology, client data management and more.

Operational Excellence

Your Team but Bigger

At WestPoint Financial Group, we provide the resources and infrastructure to feel like an extension of your own team.

Our seamless transition resources and next level support staff  expand what’s possible for your practice – without sacrificing your independence. With WestPoint, you don’t just join a team—you expand what’s possible for yours.

Meet the WestPoint Team

We are a dynamic team of professionals who are respected for our precise expertise, product knowledge, and commitment to professional growth. Our internal network includes:

  • Investment Specialists
  • A Chartered Financial Analyst (CFA)
  • Teaming & Succession Planning Department
  • Annuities Specialist
  • Recruiting & Development Team

Meet the Leadership Team

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Advisor-First Culture & Community

Culture is an essential part of what makes WestPoint a great place to work. 

We’re dedicated to creating an environment that ensures every client and team member feels supported and valued. We hope you’ll join us. 

Apply today

Learn more about WestPoint 

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Community Involvement

We are active members in our communities.

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Mission, Vision, and Values

The values and mission that shape every decision we make.

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Affinity Groups

We are developing, mentoring and growing a diverse and inclusive team.

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“Working together has helped us focus on our individual strengths.

Our goal is recognizing in what capacity we can think bigger, grow faster, and be next level.”

Klynt Brummett, Financial Advisor

We’re Here to Answer Your Questions

Contact our team for additional support or guidance.

Contact Us

You’ll have access to a full team of specialists in operations, marketing, compliance, technology, and financial planning so you can focus on serving clients while we handle the rest.

Our dedicated transitions team manages the entire process step by step, helping you move accounts smoothly, communicate with clients, and minimize disruption to your business.

No. At WestPoint, you own your client relationships, maintain full autonomy in your practice, and gain resources that make those relationships even stronger.

We combine the scale and resources of a large firm with a boutique, advisor-first culture— so you get the tools and support to grow without limits, quotas, or a one-size-fits-all approach.

Transition Your Financial Advisory Practice

Be a Part of Something Greater

Achieve more freedom, growth, and impact at WestPoint Financial Group. 

Tell Us About Your Practice

  1. As of 12/31/24. Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary. Does not include MassMutual proprietary products or third-party investment advisor programs.

  2. An owner of a MassMutual policy or contract.