Associate Financial Advisor

ASSOCIATE FINANCIAL ADVISOR

Lansing, MI

Overview

Boutique financial services firm seeks a motivated individual to expand its financial planning team. The ideal candidate will have a minimum of 5 years’ work experience in the personal finance industry. This individual will work with the firm’s Senior Advisor in all aspects of the personal financial planning and investment process for the firm’s clients. The ideal candidate will be a collaborative and team-oriented individual with a high ethical character, as well as a self-starter with a strong work ethic who enjoys the entrepreneurial culture of a small firm. This position has opportunities for further advancement based upon the growth and performance of the individual and the firm. Job responsibilities and advancement will be tailored based upon the candidate and their prior work experience.

Responsibilities

• Preparation of periodic investment performance reports to clients in support of the Senior Advisor.
• Data input and preparation of draft financial plans for clients.
• Preparation of periodic Managed Account analyses of existing and prospective client portfolios.
• Maintain the firm’s list of recommended Money Managers, under direction of the Senior Advisor.
• Collaborate with the firm’s Senior Advisor to deliver all aspects of the personal financial planning process to the firm’s clients, including investment management, insurance review, estate planning, tax planning, retirement planning, and education planning.
• Develop and service additional ideal client base.

Requirements

• Bachelor’s Degree preferred, and a minimum of 5 years of investment management or financial planning experience.
• Series 6 or 7, and/or 66.
• Well-organized and detail-oriented personality, with the ability to effectively prioritize, manage, and complete projects from multiple sources.
• Strong interpersonal, written, and verbal communication skills.
• Strong analytical skills, the ability to work paperless, high proficiency in computer applications and database management.
• Polished and professional appearance and attire.