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Investment Consultant

2 months ago

Midland, Michigan, United States SYM Financial Advisors Full time

Wealth Management Advisor

Act as a reliable resource for clients by offering comprehensive financial strategies and investment solutions.

Establish connections with affluent clients to assist them in reaching their financial aspirations.

Collaborate with a dedicated team to create and oversee tailored financial strategies.

Facilitate client discussions and provide informative presentations.

Qualifications:

  • Bachelor's Degree in Finance or related field
  • CFP certification is advantageous
  • Skilled in Microsoft Office and financial planning tools
  • Exceptional verbal and written communication abilities
  • Capability to juggle various projects simultaneously
  • Interest in contributing to a close-knit company culture

Perks:

  • Attractive salary with performance-based incentives
  • Comprehensive Health, Vision, Dental, Life, and Long-Term Disability Insurance
  • 401(k) plan with a 6% employer match
  • Generous paid time off and parental leave policies
  • Options for Pet Insurance and Fitness Reimbursement
  • Tuition Assistance Program for continued education
  • Structured career development opportunities