Associate Financial Advisor

4 weeks ago


Farmington, United States CareerBuilder Full time

Company Description
GLP Financial Group is a full-service financial group that has been in business for over 50 years. Initially focused on retirement needs of educators, the company has grown to provide comprehensive financial services to anyone seeking help with their financial future. The company prides itself on putting clients first, taking the time to truly understand the needs and goals of each client, and educating clients on the different tools and strategies available to help them achieve their financial goals at every stage of life. GLP Financial Group is located in Farmington, MI, with some flexibility for remote work.

Role Description
The Associate Financial Advisor role is a full-time hybrid position, located in various office throughout the state of Michigan, with some flexibility for remote work. The Associate Financial Advisor will work closely with Senior Financial Advisors to provide comprehensive financial planning services to clients. Day-to-day tasks include developing customized financial plans and strategies for clients, monitoring investment performance, and recommending investments and other financial products to clients. The Associate Financial Advisor will also assist with client communication and education.

Qualifications
Financial Planning and Financial Advisory skills
Experience in Finance, Retirement Planning, and Investment Management
Demonstrated ability to develop customized financial plans and strategies
Strong analytical and problem-solving skills, with attention to detail
Excellent communication and interpersonal skills
Series 6 or 7 and 63 licenses or willingness to obtain them
Bachelor's degree in Finance, Economics, Accounting, or related field
Life Insurance License

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