Financial Advisor

SkyPointe Advisors, A financial advisory practice of Ameriprise Financial Services, LLC; Troy (MI); Hybrid; USD 70,000 - 95,000; Full time

Job summary

SkyPointe Advisors is seeking a Financial Advisor in Troy, MI. This full-time hybrid role involves creating personalized financial plans, analyzing client information, and advising on investments. Ideal candidates have a Bachelor’s degree in Finance or Economics and strong analytical skills.

Qualifications

• In-depth knowledge of Finance and Investments.
• Expertise in Retirement Planning.
• Experience in the financial services industry preferred.

Responsibilities

• Providing comprehensive financial planning.
• Advising clients on investment strategies.
• Monitoring financial market trends.

Skills

Comprehensive Financial Planning

Financial Advisory

Investment Management

Analytical Skills

Communication Skills

Interpersonal Skills

Education

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

Job description

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Company Description

SkyPointe Advisors is a financial advisory practice of Ameriprise Financial Services, LLC, located in Troy, MI. We are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. For important rules and disclosures about how we interact on social media, please visit our site. Contact us at 248.780.4690 for more information.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Troy, MI with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning, including retirement planning, investment management, and financial advisory services. Daily tasks include analyzing clients' financial information, developing customized financial plans, advising on investment strategies, and monitoring financial market trends.

Qualifications

• Comprehensive Financial Planning and Financial Advisory skills
• In-depth knowledge of Finance and Investments
• Expertise in Retirement Planning
• Strong analytical, communication, and interpersonal skills
• Ability to work both independently and collaboratively in a hybrid environment
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications (CFP, CFA) are a plus
• Experience in the financial services industry preferred

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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