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Can You Achieve Similar Results with WestPac?

Find out how WestPac can help you become the best version of yourself with our Career of Distinction white paper.

More Than A Workplace!

As one of the fastest-growing companies in the nation, we don’t have employees; we have associates that we treat like business owners. At WestPac, you take control of your career and work for yourself, not by yourself.

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Financial Representatives

At WestPac Wealth Partners, we're bringing on talented people who want to take control of their career future. We offer the freedom to run your own financial services practice with the support of a fortune 250 Company behind you. If you are ready to be directly rewarded for your efforts, make a difference in people's lives and be in a field that offers ongoing learning, now is the time to explore the Financial Representative opportunity. Our associates believe it's the best career decision they've ever made.

Requirements Responsibilities Education/Experience


To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices.

Four key personality traits are commonly seen in most Top Financial Representatives:

  • Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
  • Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
  • Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
  • Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required to success and reach a mastery level as a planner.


  • Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations.
  • Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
  • Implementing cutting edge financial strategies to grow and develop long lasting, value based client relationships.
  • Professional Growth: Commitment to engage long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
  • Learn necessary selling skills practices.


  • Education: Bachelor Degree
  • Entrepreneurial minded with a strong work ethic
  • Desire to help others manage and achieve financial security
  • Highest level of integrity and ethics
  • Above average communication skills
  • Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies
  • Basic computer skills
  • Affinity for education and professional growth
  • Willingness to obtain recognized industry professional designations as a commitment to excellence
  • Have or will obtain a Series 6 or 7, and 63 as well as State Life and Health Licenses


We've provided some of the most personal service available, thus earning a quantifiable reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and protection to provide financial independence.

We aim to enable all associates to reach their maximum potential, even beyond that which they currently believe they can achieve in all areas of their life. We do this with a mission of Work-Life Integration & trade; not Balance as we find C.A.P.® CAPABLE advisors who are willing to be held ACCOUNTABLE as we coach and lead them to develop a PIPELINE as they build a business based upon meaningful, long-term client relationships.

Find out if WestPac is a good fit!
Thank you!

To design and implement financial strategies that are process-focused and based on

sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community.

Have Questions?
Call us at 619.684.6400