Experienced Financial Advisor

Great Lakes Financial Group of Prudential; Grand Rapids (MI); On-site; USD 65,000 - 100,000; Full time

Job summary

Great Lakes Financial Group of Prudential seeks an experienced financial planning professional to deliver personalized investment solutions and strategic financial plans for clients in Grand Rapids, MI. You will cross-check work for accuracy and ensure all information supports long-term goals.

You will collaborate with investment professionals, provide planning support, and prepare comprehensive financial plans while maintaining high standards of accuracy and client service.

Qualifications

• Bachelor's degree in finance or related field.
• 5+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Financial planning

Client relationship management

Education

Bachelor's degree in finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in finance or related field
• 5+ years of industry experience
• Strong understanding of the investment business