Hybrid Financial Advisor: Retirement & Wealth Planning

Lakeview Financial Consultants, Inc.; Rochester (MI); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Hybrid work flexibility

Professional development opportunities

Job summary

Lakeview Financial Consultants, Inc. is seeking a Financial Advisor in Rochester, MI for a full-time hybrid role with occasional work-from-home flexibility. You will deliver comprehensive financial planning, assess client needs, and present tailored strategies, collaborating with teams on tax, insurance, and asset management.

The role emphasizes ongoing client communication, market awareness, and adherence to regulatory standards to ensure informed, compliant advice.

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with the ability to develop client strategies.
• Solid knowledge of Finance and Investments, including portfolio construction and asset allocation.
• Experience with Retirement Planning and income strategy.
• Excellent analytical, quantitative and problem-solving abilities with attention to detail.
• Clear, professional communication and ability to explain concepts clearly.
• Demonstrated client-service mindset with integrity and confidentiality.

Responsibilities

• Meet with clients to assess financial needs and objectives.
• Create tailored financial strategies and investment plans.
• Present financial plans and monitor progress toward goals.
• Collaborate with internal teams on tax planning, insurance, and asset management.
• Stay current on market trends, regulatory changes, and financial products.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

CFP® designation

CFA designation

Tools

Financial planning software

CRM tools

Office applications

Job description

Lakeview Financial Consultants, Inc. is seeking a Financial Advisor in Rochester, MI for a full-time hybrid role with occasional work-from-home flexibility. You will deliver comprehensive financial planning, assess client needs, and present tailored strategies, collaborating with teams on tax, insurance, and asset management.

The role emphasizes ongoing client communication, market awareness, and adherence to regulatory standards to ensure informed, compliant advice.