Financial Advisor job Michigan Michigan
Financial Advisor job Michigan Michigan
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Financial Advisor Job



Employer Name: SpiderID: 12257402
Location: Michigan, Michigan Date Posted: 3/15/2022
Wage: Negotiable Category: Finance/Investment
Job Code: NJMMI39

Job Description:

Responsibilities:



  • Act as a trusted advisor to, and advocates for, clients and prospects

  • Develop in-depth understanding of clients' needs, preferences, and overall wealth

  • Be responsive to changes in the business environment or client needs

  • Build and maintain client base and acquire new clients on an on-going basis

  • Regularly analyze clients' accounts and plans

  • Monitor market trends and research available investment opportunities to determine suitability or best interest for client's financial plans

  • Maintain required individual insurance and securities licenses, including continuing education requirements

  • Must comply with all company policies and procedures, applicable to laws and regulations, including but not limited to the Bank Secrecy Act and the Office of Foreign Assets Control


Requirements:



  • Good knowledge of accounting principles, as well as good analytical, verbal, mathematical, and written communication skills

  • Series 7, 63, 65, and 66 Licenses preferred

  • Strong business development and cross servicing skills

  • Strong financial analysis skills

  • Three to five years of similar or related experience


Please contact Nick Mewbourn at (605) 705-4215, or by email at nick.mewbourn@gogpac.com, to have a confidential conversation about this awesome career advancement opportunity!



All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.



GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.



Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:


Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC
City:
State:
Zip:

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