Financial Planning Expert

7 days ago


Lansing, Michigan, United States Principal Full time
Job Overview

We are seeking a seasoned Financial Advisor to join our team of financial professionals. As a key member, you will work with clients to assess their current financial situation and develop personalized financial plans.

To be successful in this role, you must possess a passion for bettering clients' financial lives and a minimum of five years of work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans.

The ideal candidate will have life and health insurance licenses and a willingness to obtain FINRA securities registration (Series 6 or 7; and Series 63 as required by state). A background check that includes satisfactory regulatory, criminal, and financial standing is also a requirement.

Key Responsibilities
  • Conduct comprehensive financial reviews with clients to identify areas for improvement and provide tailored recommendations.
  • Monitor and analyze financial market trends to stay up-to-date on the latest investment opportunities and provide clients with informed advice.


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