Financial Services Specialist

1 week ago


Kalamazoo, Michigan, United States The Ladders Full time
The Ladders is looking for a skilled Financial Advisor to deliver investment solutions to our clientele.

About Us
The Ladders is a premier financial services firm dedicated to providing comprehensive financial guidance and investment strategies. Our commitment to excellence has established us as a trusted partner for clients seeking to enhance their financial well-being.

Position Overview

As a Financial Advisor, you will be responsible for offering expert analysis and recommendations to both individuals and businesses, assisting them in making informed investment choices. Your role will involve:
  • Assessing client needs and recommending financial products that align with their objectives.
  • Conducting thorough portfolio evaluations and developing tailored asset accumulation strategies.
  • Providing insights on retirement planning, asset allocation, and pre/post-retirement strategies.
  • Enhancing the investment services program to ensure high-quality service delivery to clients.

Key Responsibilities
  • Meet individual and team sales targets by collaborating with colleagues to generate client referrals.
  • Inspire and guide office teams to identify and pursue quality referral opportunities.
  • Engage with potential clients through networking events and seminars.
  • Promote additional financial products and services to meet client needs.
  • Assist clients with retirement planning, estate planning, and investment options.
  • Maintain comprehensive knowledge of all financial products and services offered.
  • Ensure compliance with regulatory requirements and maintain accurate records.
  • Stay informed about industry trends and best practices in financial advising.

Qualifications
  • A Bachelor's degree in Finance, Business, or a related field is preferred.
  • A minimum of 5 years of experience in providing personal investment services, with at least 1 year in a financial institution.
  • Possession of relevant licenses, including Series 7, Series 66, and Life Insurance Licenses.

Equal Opportunity Employer

Join us at The Ladders and be part of a dynamic team that is committed to helping clients achieve their financial goals.

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