Financial Advisor

1 week ago

Norton Shores, United States Global Trends Wealth Management LLC Full time
Job DescriptionJob Description

We are seeking experienced and motivated Financial Advisors to join our team.  The right candidate will have a long term focus on continuity and succession for both themselves and their clients.  Local research, client focus, and adding value to the client experience are the cornerstones of the practice.

vistit our website at www.globaltrendswealth.com

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Review and communicate portfolio performances to clients
  • Prepare, present and discuss financial goal planners
  • Network and build relationships with new and existing client base

​Qualifications:

  • Min 5MM in current AUM
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical, critical thinking, and logic skills
  • Excellent written and verbal communication skills
Company DescriptionGlobal Trends Wealth Management, LLC is an independent financial advising company affiliated with Raymond James Financial Services, and has been independent for over 15 years. Unique to our business is our in-house portfolio construction. For our clients, we emphasize the larger financial picture and continuously work to be the first place they think to call with questions related to their current or future finances. This includes expanding our own expertise and developing professional relationships that can benefit our clients.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Global Trends Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.Company DescriptionGlobal Trends Wealth Management, LLC is an independent financial advising company affiliated with Raymond James Financial Services, and has been independent for over 15 years. Unique to our business is our in-house portfolio construction. For our clients, we emphasize the larger financial picture and continuously work to be the first place they think to call with questions related to their current or future finances. This includes expanding our own expertise and developing professional relationships that can benefit our clients.\r
\r
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Global Trends Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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