Investment Consultant

2 weeks ago


Midland, Michigan, United States Diversified Recruitment Services, LLC Full time

Position Overview:

As an Investment Consultant, you will collaborate closely with a Financial Planner and a Client Service Representative to assist our clients in reaching their financial aspirations through comprehensive wealth management strategies. Your key responsibilities will encompass:

  • Building and nurturing client relationships through consistent communication to ensure a thorough understanding of their financial goals.
  • Providing outstanding client-focused service in all facets of asset management, financial strategy formulation, and estate planning.
  • Acting as the main point of contact for client interactions.
  • Monitoring and managing individual investment portfolios to ensure they align with client objectives.
  • Consulting with legal and financial professionals regarding financial, estate, and tax planning.
  • Leading client discussions and presenting tailored financial strategies.
  • Conducting educational sessions for clients and team members.
  • Generating new client opportunities through referrals and local networking.

Qualifications:

  • A Bachelor's Degree from an accredited institution; CFP certification is highly desirable.
  • Proficiency in Microsoft Office Suite and financial planning software.
  • Comprehensive knowledge and experience in financial planning, wealth management, and estate planning.
  • Exceptional listening, written, and verbal communication skills, coupled with a professional demeanor and a client-centric approach.
  • Adept at managing multiple projects and deadlines with meticulous attention to detail.
  • A collaborative team player with strong leadership and mentoring capabilities.
  • A willingness and ability to thrive in a small business environment.

Compensation and Benefits:

We offer a competitive compensation package that aligns with industry standards.

  • Competitive salary based on experience along with performance-based incentives.
  • Comprehensive health benefits including medical, vision, dental, life, and long-term disability insurance.
  • 401(k) plan with a 6% employer match.
  • Generous paid time off policies including parental leave and volunteer time off.
  • Optional benefits such as pet insurance, fitness reimbursement, and apparel allowance.
  • Support for educational pursuits through tuition and certification assistance.
  • A structured career development framework to help you achieve your professional objectives.

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