Holistic Financial Advisor: Build Clients & Plans

Hantz Group; Southfield (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Flexible Spending

Job summary

A financial advisory firm in Southfield, Michigan, seeks a Financial Advisor to join their team. The ideal candidate will develop and maintain a client base, analyze investment opportunities, and provide holistic strategies. Candidates should possess strong communication skills and a bachelor's degree. The firm offers competitive benefits including health insurance and paid time off, and will sponsor required licenses.

Qualifications

• Must be able to obtain required licenses.
• Experience in financial advisory is preferred.

Responsibilities

• Develop and Maintain Client Base
• Analyze Investment Opportunities and Recommend Strategies
• Market and Sell Investment Products
• Prepare Presentations to Clients
• Attend Meetings and Continuing Education Sessions
• Comply with all industry rules and regulations

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

Job description

A financial advisory firm in Southfield, Michigan, seeks a Financial Advisor to join their team. The ideal candidate will develop and maintain a client base, analyze investment opportunities, and provide holistic strategies. Candidates should possess strong communication skills and a bachelor's degree. The firm offers competitive benefits including health insurance and paid time off, and will sponsor required licenses.