Financial Advisor

Engage Employment Solutions; Michigan; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Starting Base Salary plus Commission Splits

IRA and Health Benefits

Financial Planning Software

Job summary

Engage Employment Solutions is looking for a Financial Advisor in Marshall, Michigan. This role helps clients by implementing financial plans tailored to achieve their goals, including retirement planning and investment services.

The ideal candidate will have a minimum of 2 years in the financial industry and hold necessary licenses. The position emphasizes individual client needs while providing the freedom to build your practice.

We offer a starting base salary with commission, IRA, and health benefits.

Qualifications

• Minimum 2 years of experience in the financial industry.
• Must hold series 7, series 63 & 65 or 66 licenses and a book of business.
• Excellent sales and customer service skills.

Responsibilities

• Provides individualized needs analysis and prepares recommendations for customized financial solutions.
• Profiles clients and delivers recommendations to ensure needs are met.
• Increases assets under management by leveraging business partnerships.

Skills

Sales Skills

Customer Service Skills

Analytical Skills

Education

Series 7 License

Series 63 & 65 or 66 Licenses

Job description

Engage Employment Solutions, LLC works on both sides of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry.

With over 30 years of executive human resources leadership, we work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.

Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.

EngageEmploymentSolution.com

Job Description

FINANCIAL ADVISOR

Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?

If the answer is yes to any of these questions, then this opportunity is your answer.

About Us

VantagePointe Financial Group

Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.

What makes us different? Its our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP).

Its our process. Each Financial Advisor is responsible for understanding his or her client’s entire financial picture and providing the appropriate resources to meet a variety of needs.

Its our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, its our calling to make a difference.

The truth is, it’s all of these – backed by our commitment to maintain our relationship with our clients.

Why you should consider this opportunity? Check out what we can offer you:

• Starting Base Salary plus Commission Splits
• IRA and Health Benefits
• Financial Planning Software
• Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website

Job Description

The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group’s team of experts in the financial field.

Responsibilities

• Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.
• Profiles clients and delivers recommendations to ensure these needs are met
• Uses sales tools and modules to conduct the analysis; offers the best advice and products for client’s understanding of solutions
• Delivers a diversified set of brokerage, investment and insurance with advice‑based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.
• Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals
• Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client’s needs
• Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations
• Understands and adheres to the group’s risk and regulatory standards, policies and controls.

Qualifications

• Minimum 2 years of experience in the financial industry
• Must hold series 7, series 63 & 65 or 66 licenses and a book of business
• Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred
• Excellent Sales and Customer Service Skills
• Analytical and reporting skills
• Attention to detail and possess good time management skills

Additional Information

This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius.