Financial Advisor

2 months ago


Grand Rapids, United States Mixed Staffing and Recruiting Full time
Job Description
Purpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed Employment Partners. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives

Responsibilities:

Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth. Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives. They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification. They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans. Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.

Requirements

Bachelor's Degree in finance, economics, accounting or business administration

Series 7 and Series 66 (or Series 63 and Series 65)

  • Grand Rapids, Michigan, United States Advisor Employee Services Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Consultant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing expert financial guidance and advice to our clients.Key ResponsibilitiesDevelop and implement customized financial plans for...


  • Grand Rapids, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Grand Rapids, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Grand Rapids, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...


  • Grand Rapids, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Grand Rapids, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Grand Rapids, United States CAPTRUST Full time

    Overview: WHO are we looking for?? CAPTRUST is seeking?Wealth Financial Advisors?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients....


  • Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    Are you interested in launching your career in the insurance and financial services sector? Gaining insights from experienced professionals can significantly enhance your journey. Become a part of New York Life Insurance Company, a leading organization committed to assisting individuals and families in achieving financial stability as a Financial...


  • Grand Rapids, United States Creative Financial Staffing Full time

    Job Title: Senior Financial Planning AnalystCompany Overview: Our client is a leading manufacturing company that is looking to grow their FP&A group and they are planning on acquiring several companies in the next few years. As we continue to expand our operations, we are seeking a highly skilled and motivated Senior Financial Planning and Analyst to join...

  • Financial Aid Advisor

    4 weeks ago


    Cedar Rapids, United States Kirkwood Community College Full time

    This position plays a key role in enacting the Colleges commitment to providing a welcoming, inclusive and accessible environment to a diverse group of students seeking to learn and grow at Kirkwood. Financial Aid Advisors are responsible for advisi Financial, Advisor, Banking, Support, Education


  • Grand Rapids, United States Creative Financial Staffing Full time

    Job Title: Senior Financial Planning Analyst Company Overview: Our client is a leading manufacturing company that is looking to grow their FP&A group and they are planning on acquiring several companies in the next few years. As we continue to expand our operations, we are seeking a highly skilled and motivated Senior Financial Planning and Analyst to join...


  • Grand Rapids, United States ExecHQ Full time

    COMPANY OVERVIEW ExecHQ® is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities.  Our clients range in size from...


  • Grand Rapids, Michigan, United States CAPTRUST Full time

    About the RoleWe are seeking a highly skilled Wealth Financial Advisor to join our team at CAPTRUST. As a key member of our wealth management team, you will be responsible for attracting new, affluent wealth clients to the firm using a comprehensive financial planning approach.Key ResponsibilitiesClient Acquisition: Identify, solicit, establish, develop, and...

  • Wealth Advisor

    3 weeks ago


    Grand Rapids, United States MassMutual Great Lakes Full time $150,000 - $300,000

    Job DescriptionJob DescriptionThe Opportunity:We are currently seeking a diligent and articulate Wealth Advisor to join our dynamic firm. This role is more than just a job—it’s an opportunity to build and grow your own financial advisory practice within a supportive, yet independent environment. As a Wealth Advisor at MassMutual Great Lakes, you will...


  • Cedar Rapids, Iowa, United States HR Full Circle Consulting LLC Full time

    Job OpportunityWe are seeking a seasoned, growth-oriented Financial Advisor to join our team at HR Full Circle Consulting LLC. This opportunity is ideal for a professional looking to leverage their expertise and expand their client base in a dynamic and supportive environment.About the RoleAs a Financial Advisor with our company, you will have the...


  • Grand Rapids, Michigan, United States Centennial Group Full time

    Job OpportunityJob Title: Financial AdvisorCompany: Centennial GroupAbout the Role:We are seeking a highly motivated and achievement-driven Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop a personalized strategy to help them achieve success.Key...


  • Grand Rapids, United States MassMutual Great Lakes Full time $75,000 - $150,000

    Job DescriptionJob DescriptionAt MassMutual Great Lakes, we’re not just offering a career—we’re offering the opportunity to hit the ‘play button’ on all of your dreams.Are you ready to take charge of your growth? Do you dream of building your own enterprise and solving real world problems?If so, MassMutual Great Lakes offers the perfect launchpad...


  • Grand Rapids, Michigan, United States Drake & Associates, LLC Full time

    Senior Wealth Management ConsultantAre you eager to elevate your professional journey and become a vital member of a thriving team? If you possess a proactive mindset, are self-driven, and prioritize client satisfaction, we would love to connect with you. Our reputable financial services firm, Drake & Associates, LLC, is on the lookout for a Senior Wealth...


  • Grand Rapids, United States Huntington Bancshares, Inc. Full time

    The Trust Advisor II, as part of Huntingtons Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities:Resp Trust, Advisor, Private, Relationship

  • Senior Trust Advisor

    2 weeks ago


    Grand Rapids, Michigan, United States Huntington Bancshares, Inc. Full time

    Overview: The Wealth Management Trust Specialist, as a member of Huntington's Private Client Group (PCG), evaluates and profiles the comprehensive financial requirements of affluent clients and collaborates with product experts to identify cross-selling opportunities.Key Responsibilities:Oversee the full management of assigned Wealth & Investment accounts of...