Holistic Wealth Advisor: Asset & Retirement Strategy

Hantz Group; Mount Pleasant (MI); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Long-Term Disability

Voluntary Life Insurance

Flexible Spending

Job summary

A Michigan-based financial company is seeking a Financial Advisor to develop client bases and analyze investment opportunities. Responsibilities include marketing investment products, preparing client presentations, and ensuring compliance with industry regulations. The ideal candidate should have a Bachelor’s degree and strong communication and leadership skills. This position offers benefits including health insurance and a 401K.

Qualifications

• Must be able to obtain required licenses.
• Possess leadership qualities and an entrepreneurial spirit.

Responsibilities

• Develop and maintain 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.

Skills

Strong Written and Verbal Communication Skills

Ability to Work Well Under Pressure

Highly Motivated

Leadership Qualities

Strong Work Ethic

Education

Bachelor’s Degree or Equivalent Experience

Job description

A Michigan-based financial company is seeking a Financial Advisor to develop client bases and analyze investment opportunities. Responsibilities include marketing investment products, preparing client presentations, and ensuring compliance with industry regulations. The ideal candidate should have a Bachelor’s degree and strong communication and leadership skills. This position offers benefits including health insurance and a 401K.