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Investment Consultant

2 months ago

Norton Shores, Michigan, United States Global Trends Wealth Management LLC Full time
Job Overview

We are looking for skilled and driven Investment Consultants to enhance our financial advisory services. The ideal candidate will prioritize long-term relationships and succession planning for both themselves and their clients. Our practice is built on local insights, a client-centric approach, and a commitment to enriching the client experience.

For more information, please visit our website.

Key Responsibilities:

  • Provide expert advice to clients regarding investment options and financial strategies
  • Evaluate clients' financial situations, including assets and liabilities
  • Analyze and report on portfolio performance to clients
  • Develop and present comprehensive financial planning documents
  • Establish and nurture relationships with both new and existing clients

Required Qualifications:

  • Minimum of $5 million in current assets under management (AUM)
  • Knowledge of various investment products and services
  • Proven ability to connect and build rapport with clients
  • Strong analytical and critical thinking abilities
  • Exceptional written and verbal communication skills
Company Overview

Global Trends Wealth Management, LLC is an independent financial advisory firm associated with Raymond James Financial Services, boasting over 15 years of independence. Our unique approach includes in-house portfolio construction, allowing us to focus on the broader financial landscape for our clients. We strive to be the primary resource for clients seeking guidance on their financial matters, continually enhancing our expertise and fostering professional relationships that benefit our clientele.

Securities are offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC. Investment advisory services are provided by Raymond James Financial Services Advisors, Inc. Global Trends Wealth Management, LLC operates independently of Raymond James Financial Services.