Financial Advisor — Personal Planning & Investments (On-Site Troy)

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

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.