Financial Services Professional

7 days ago


Detroit, Michigan, United States Insight Financial Planning Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our team at Insight Financial Planning. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.

Key Responsibilities
  • Advising clients on financial goals and objectives
  • Developing and implementing financial plans
  • Researching and recommending investment products and funds
  • Trading and managing client portfolios
  • Assisting with pre-appointment and post-appointment activities
  • Completing and processing client applications and forms
  • Marketing and promoting financial services
Requirements
  • College degree required
  • Series 7 and Series 66 licenses required
  • Ability to obtain state insurance license
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Detail-oriented and organized
  • Ability to work under pressure and meet deadlines
Benefits
  • Competitive salary
  • Simple IRA Plan with matching
  • Paid time off and medical benefits
Work Schedule
  • Full-time, 8 hour shift
  • Monday to Friday


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