Entry-Level Finance Jobs
Launch Your Financial Career with WestPoint Financial Group
Whether you’re a recent graduate or pivoting careers, WestPoint Financial Group offers entry-level finance jobs designed to set you up for long-term success.
Why WestPoint Financial Group?
Join a supportive, entrepreneur-driven workplace that allows for personal freedom and unlimited income potential, while positively impacting the lives of your clients and their families.
World-Class Training
Learn from leading professionals and get hands-on experience, licensing support and ongoing mentorship.
Entrepreneurial Spirit
Enjoy the freedom to grow your own independent practice your way.
Career Growth Opportunities
There is room to grow at WestPoint. Get the support you need to transition and advance your role.
Community Impact
Make a difference in your community by offering financial clarity and wisdom.
Unlimited Income Potential
Your earning potential grows as you do.
“I chose to work with WestPoint because of the unique advisor experience we provide.
The support, training, resources and teamwork provided each day at WPFG gives me every opportunity to be successful.”
Hands-On Training for Real-World Impact
Reach your full potential through in-depth training covering financial strategy, product and service knowledge, relationship-building and practice development.
Get the information you need to effectively build relationships and advise individuals, families and small businesses across all financial needs – including life insurance, disability income, investment and retirement planning, and more.
Your 6-Month Training Roadmap
What to expect in your first six months at WestPoint.
Weekly Training & Coaching
Learn from experienced professionals with group and individual coaching sessions.
Building Your Client Acquisition Plan
Growing your network and relationships for a wider impact.
Licensing & Development
Study for the Life and Health exam, SIE, Series 7, and Series 66 licensure.
Join an Award-Winning Workplace
Our inclusive culture and world-class training makes WestPoint not only a fun, but thriving workplace.
Dedicated Coaching & Mentorship
Learn from and collaborate with over 450 financial professionals equipped with diverse expertise.
Our team strives for excellence every day, and we achieve it by providing ongoing support, training, and coaching, including:
- Business coaching
- Individual coaching
- In-house product specialists
- Joint work
Let’s Talk About Your Financial Future
Connect with the WestPoint team and take your next step with confidence.
The WestPoint 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.
Community Involvement
We are active members in our communities.
Mission, Vision, and Values
Our values and mission shape every decision we make.
Affinity Groups
We are developing, mentoring and growing a diverse and inclusive team.
“This company creates a climate for success in reaching both personal and group goals.
We balance social and community activities with regular work for a healthy work environment.”
We’re Here to Answer Your Questions
Contact our team for additional support or guidance.
Are there any out-of-pocket costs for training or licensing?
We invest in your success from day one. The firm provides your study materials at no cost, reimburses you for every exam you pass, and rewards your progress. When you complete your Life & Health, SIE, and Series 7 and 66 exams within your first full contract year, you’ll earn a $3,000 bonus as a recognition of your achievement.
Do I need prior finance experience?
No experience is needed to join the WestPoint team. We offer comprehensive training and development that covers licensing, product training, and practice development. Get the support and information you need to build a successful independent practice.
How is compensation structured for entry-level advisors?
Financial advisors are usually compensated in one of three ways: through commissions on products they sell, a percentage of the assets they manage for clients, or flat planning fees. Your earnings are directly tied to the clients you serve and the value you provide, giving you the potential for both flexibility and growth as you build your practice.
How do I find my first clients?
At WestPoint, you don’t have to navigate the process alone. Our firm will assist you with new client acquisition, including marketing and administrative support, mentoring and coaching, and more. Including a 6 week pre-training consultation for building out your natural market.
Be a Part of Something Greater
Reach out today and take the next step in your financial career.