Financial Planning Specialist

2 days ago


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

Insight Financial Planning is seeking a skilled Financial Advisor to join our team. 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
  • Develop and implement comprehensive financial plans for clients
  • Research and recommend investment products and funds
  • Trade securities and manage client portfolios
  • Assist in pre-appointment and post-appointment activities
  • Process applications and forms
  • Contribute to marketing efforts
Requirements
  • Bachelor's 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 - vacation and medical
Work Environment

Full-time, 8 hour shift, Monday to Friday

Opportunity to work in a dynamic and growing company



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