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West Point Financial Group Work Values
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Daily Duties at West Point Financial Group:
I am responsible for developing a base of clients by engaging them in a comprehensive process focusing on three broad areas: wealth accumulation and protection, risk management and legacy planning, with a particular emphasis on retirement income planning. Strategies include sophisticated asset allocation and portfolio design, business succession, estate planning, tax-deferred savings and risk mitigation. Products and solutions deployed include cutting-edge institutional money management, life, disability and long-term care insurance, and guaranteed income products such as fixed and variable annuities.
What they like about West Point Financial Group:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Information about West Point Financial Group
Company Rank: Not Available
Average length of employment : 14 years
Average salary of employees: $120,000
These are some of the questions we asked our climbers about their experiences with West Point Financial Group:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at West Point Financial Group had these interests:
| Books | |
|---|---|
The Bully Pulpit |
Biographical account of the lives and relationship between Teddy Roosevelt and William Howard Taft and their respective relationships with the media. |
| Magazines | |
| The Wall Street Journal |
Newspaper -- Financial and other news |
