Holistic Financial Advisor - Asset Management & Planning

Hantz Group; Romeo (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Flexible Spending

Job summary

A financial services company based in Michigan seeks a Financial Advisor to provide holistic financial planning and advisory services to clients. The ideal candidate will develop a client base, analyze investment opportunities, and recommend appropriate strategies. Required skills include strong communication, motivation, and leadership qualities. A Bachelor's Degree is necessary, along with the ability to obtain required licenses. This role offers a blend of responsibilities, including client interactions and market analysis, within a growing organization.

Qualifications

• Must be able to obtain required licenses.
• Experience in financial advising or related field is preferred.

Responsibilities

• Develop and maintain a client base.
• Analyze investment opportunities and recommend strategies.
• Market and sell appropriate investment products.
• Prepare and deliver presentations to clients.
• Attend meetings and continuing education sessions.
• Comply with all industry rules and regulations.
• Complete all other tasks assigned.

Skills

Strong Written and Verbal Communication Skills

Highly Motivated

Leadership Qualities

Ability to Work Well Under Pressure

Strong Work Ethic

Education

Bachelor’s Degree or Equivalent Experience

Job description

A financial services company based in Michigan seeks a Financial Advisor to provide holistic financial planning and advisory services to clients. The ideal candidate will develop a client base, analyze investment opportunities, and recommend appropriate strategies. Required skills include strong communication, motivation, and leadership qualities. A Bachelor's Degree is necessary, along with the ability to obtain required licenses. This role offers a blend of responsibilities, including client interactions and market analysis, within a growing organization.