Hybrid Financial Advisor - Wealth & Retirement Planning

Wealth Strategies Financial Group; Southfield (MI); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Wealth Strategies Financial Group, based in Southfield, Michigan, is seeking a full-time Financial Advisor for a hybrid work arrangement. The role involves meeting clients, assessing financial goals, developing comprehensive plans, and recommending suitable investment strategies aligned with risk tolerance and time horizons.

You will conduct portfolio reviews, provide ongoing advisory support, and participate in business development through seminars and community events, while maintaining

Qualifications

• Experience creating comprehensive financial plans and ongoing guidance.
• Licensing such as FINRA registrations or CFP designation is preferred or required depending on duties.
• Strong analytical and interpersonal skills with client relationship focus.

Responsibilities

• Meet clients to assess goals and develop financial and retirement plans.
• Analyze financial information and prepare proposals and portfolio reviews.
• Adhere to regulatory requirements and firm policies; support business development.
• Maintain ongoing client contact to ensure high-quality service.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Licenses/Certifications (CFP/FINRA)

Communication Skills

Analytical Skills

Interpersonal Skills

Hybrid Work

Education

Bachelor's degree in Finance / Business / Economics

Job description

Wealth Strategies Financial Group, based in Southfield, Michigan, is seeking a full-time Financial Advisor for a hybrid work arrangement. The role involves meeting clients, assessing financial goals, developing comprehensive plans, and recommending suitable investment strategies aligned with risk tolerance and time horizons.

You will conduct portfolio reviews, provide ongoing advisory support, and participate in business development through seminars and community events, while maintaining