Financial Advisor

J2 Capital Management; Troy (MI); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial advisory firm located in Troy, MI is seeking an Entry Level Financial Advisor. This full-time, on-site role involves providing comprehensive financial planning and investment advice, assessing clients' financial needs, and managing investment portfolios. Candidates should hold a Bachelor's degree in Finance or similar and have strong analytical and communication skills. Relevant certifications are preferred but not mandatory.

Qualifications

• Experience in Financial Advisory roles is required.
• Ability to work on-site in Troy, MI.

Responsibilities

• Assess clients' financial needs and develop tailored financial strategies.
• Manage investment portfolios and offer ongoing advisory support.
• Other roles may include trading and compliance tasks.

Skills

Financial Planning and Retirement Planning

Finance and Investments

Analytical Skills

Communication Skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

Relevant certifications such as CFP or CFA

Job description

Company Description

J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2 offers a unique advantage by keeping all expertise in-house. This approach provides a higher level of visibility into asset needs and better service, reducing costs and increasing insight. Founded to help clients navigate uncertain markets, reduce risk, and plan for a sound future, J2 tailors comprehensive investment advice to each client's specific needs. J2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit https://j2cm.com/.

Role Description

This is a full-time on-site role for a Financial Advisor located in Troy, MI. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advice. Day-to-day tasks include assessing clients' financial needs, developing tailored financial strategies, managing investment portfolios, and offering ongoing advisory support to help clients achieve their financial goals. You will also have other roles in the firm that could include trading and compliance tasks. No current AUM is necessary, only a strong work ethic and a can-do attitude.

Qualifications

• Financial Planning and Retirement Planning skills


• Finance and Investments skills


• Experience in Financial Advisory roles


• Strong analytical and communication skills


• Bachelor's degree in Finance, Economics, Business, or related field


• Relevant certifications such as CFP or CFA are preferred


• Ability to work on-site in Troy, MI

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Investment Management