Holistic Financial Advisor - Asset Management & Planning

Hantz Group; Independence (OH); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Job summary

A Michigan-based financial company is seeking a Financial Advisor to provide holistic financial planning and investment management services. You will develop client relationships, analyze their needs, and recommend effective strategies. The ideal candidate is motivated and possesses strong communication skills. This role requires a Bachelor's degree and the ability to obtain necessary licenses. Benefits include health insurance, paid time off, and 401K options.

Qualifications

• Must be able to obtain required licenses.
• Experience in financial advisory is beneficial.
• Ability to work collaboratively with a team.

Responsibilities

• Develop and maintain client base.
• Analyze investment opportunities and recommend strategies.
• Market and sell appropriate investment products.
• Prepare and deliver presentations to clients.

Skills

Strong Written and Verbal Communication Skills

Highly Motivated

Ability to Work Well Under Pressure

Leadership Qualities

Strong Work Ethic

Education

Bachelor’s Degree or Equivalent Experience

Tools

FINRA Securities Industry Essentials

FINRA Series 7

FINRA Series 66

State Life, Accident & Health

Variable Contracts

State Property & Casualty

Job description

A Michigan-based financial company is seeking a Financial Advisor to provide holistic financial planning and investment management services. You will develop client relationships, analyze their needs, and recommend effective strategies. The ideal candidate is motivated and possesses strong communication skills. This role requires a Bachelor's degree and the ability to obtain necessary licenses. Benefits include health insurance, paid time off, and 401K options.