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Financial Planning Specialist

1 month ago

Garden City, Michigan, United States CFO Wealth Advisors Inc Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our boutique financial planning firm, CFO Wealth Advisors Inc.

In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money.

You will assess each client's unique financial picture, understand their needs, and recommend a strategic financial plan.

The ideal candidate is capable of analyzing the market's financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities
  • Provide exceptional customer service to our clients
  • Assess the financial needs of individuals and help them with decisions on investments
  • Provide strategic advice across a variety of financial products and services
  • Plan for the short and long-term financial goals of our clients
  • Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes
  • Meet with clients in person and via Zoom
  • Comply with all industry rules and regulations
  • Monitor economic and financial trends to ensure best advice and services to our clients
Qualifications
  • Bachelor's degree in finance or a related field
  • Previous experience as a Financial Adviser or related position
  • Minimum license required is Series 7
  • Understanding of the market's financial data and tax implications
  • Ability to provide reliable, data-based financial advice
  • Ability to explain complex financial information in simple terms
  • Excellent communication and presentation skills

Compensation will be commensurate with experience, including salary and bonuses based on performance. We are an equal opportunity employer.