This listing was posted on WizeHire.
Associate Financial Advisor
Location:
Auburn Hills, MI
Description:
We are seeking an associate financial advisor to assist our clients in designing and implementing strategies to achieve their goals and get to, and through, retirement. The ideal candidate will have a Bachelor's degree in business or finance, a desire to grow and learn in the financial planning industry, and excellent communication skills. This role requires splitting time between our Grand Blanc and Auburn Hills office locations. Apply now! $65,000 - $75,000 base, with track to get to commission based income in 1-2 years. Responsibilities: • Customize financial plans for each client based on potential life changes and changing financial needs• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential• A Bachelor’s degree in business administration, finance, or a related field is required• Superior customer service skills, math skills, relationship skills, and communication skills are preferred• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired• Series 65 and Health & Life licenses are required. Compensation: $65,000 - $75,000 base About Company: Barnett Financial & Tax is a leading financial services firm dedicated to providing comprehensive wealth management solutions to our clients. We do this with great purpose and a passion for the achievement of our client's goals and objectives as we serve them by assisting in the development of financial stewardship in their lives. Our firm is always focused on integrity, expertise, and personalized service. We are committed to helping our clients get to - and through - retirement in the most cost effective, tax wise way!
Company:
Barnett Financial & Tax
Posted:
May 9 on WizeHire
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Barnett Financial & Tax located in Auburn Hills MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Barnett Financial & Tax located in Auburn Hills MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.