On-Site Financial Advisor: Growth & Retirement

Ace Financial; Troy (MI); On-site; USD 70,000 - 120,000; Full time

Job summary

Ace Financial is hiring a Financial Advisor to work onsite in Troy, MI. The advisor will meet with individual and business clients to assess goals, risk tolerance, and current financials, and develop comprehensive plans and strategies.

Responsibilities include presenting financial plans, recommending investment and retirement strategies, and guiding tax-efficient and legacy planning while building new client relationships and maintaining records in compliance with regulations.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design tailored strategies for individuals and business owners.
• Solid Finance and Investments expertise to evaluate options, construct portfolios, and explain risk and return clearly.
• Experience in Financial Advisory including client relationship management, discovery meetings, and ongoing guidance.
• Licenses/certifications like Series 7, Series 65/66, CFP are highly beneficial.

Responsibilities

• Meet with clients to assess financial goals, risk tolerance, and current financial situation.
• Develop and present comprehensive financial plans and recommendations.
• Provide guidance on tax-efficient approaches and legacy planning.
• Monitor client portfolios and conduct periodic reviews to adjust strategies.

Skills

Financial Planning

Retirement Planning

Investments

Client Relationship Management

Discovery Meetings

Regulatory Compliance

Communication Skills

Team Collaboration

Education

CFP Certification

Series 7

Series 65/66

Bachelor’s degree in Finance

Job description

Ace Financial is hiring a Financial Advisor to work onsite in Troy, MI. The advisor will meet with individual and business clients to assess goals, risk tolerance, and current financials, and develop comprehensive plans and strategies.

Responsibilities include presenting financial plans, recommending investment and retirement strategies, and guiding tax-efficient and legacy planning while building new client relationships and maintaining records in compliance with regulations.