Associate Financial Advisor
4 days ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today
Responsibilities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
• Requires a Bachelor's degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Requires a Bachelor's degree in business administration, finance, or other related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
-
Financial Advisor Grand Rapids
1 week ago
Grand Rapids, MI, United States Glades Talent Full timeHere’s the revised job description with the requested changes: Financial Advisor – Grand Rapids, MI A well-established and rapidly growing wealth management firm is seeking experienced Financial Advisors to join our expanding team in Grand Rapids, MI. Our firm takes a client-first, educational approach to financial planning, focusing on building strong,...
-
Financial Advisor Manager
4 days ago
Grand Rapids, MI, United States NYL - West Michigan Full timeReady to Lead? Step Into the Future of Leadership in Lansing, MI Are you a driven, leadership-oriented professional eager to fast-track your career? Join our Accelerated Management Path—a dynamic, 12-month program built to cultivate the next generation of top-tier leaders. What We Offer: • Competitive base pay • Executive health benefits package •...
-
Financial Advisor Manager
3 days ago
Grand Rapids, MI, United States NYL - West Michigan Full timeReady to Lead? Step Into the Future of Leadership in Lansing, MI Are you a driven, leadership-oriented professional eager to fast-track your career? Join our Accelerated Management Path—a dynamic, 12-month program built to cultivate the next generation of top-tier leaders. What We Offer: • Competitive base pay • Executive health benefits package •...
-
Financial Advisor Manager
2 weeks ago
Grand Rapids, MI, United States NYL - West Michigan Full timeReady to Lead? Step Into the Future of Leadership in Lansing, MI Are you a driven, leadership-oriented professional eager to fast-track your career? Join our Accelerated Management Path—a dynamic, 12-month program built to cultivate the next generation of top-tier leaders. What We Offer: • Competitive base pay • Executive health benefits package •...
-
Financial Advisor Manager
6 days ago
Grand Rapids, MI, United States NYL - West Michigan Full timeReady to Lead? Step Into the Future of Leadership in Lansing, MI Are you a driven, leadership-oriented professional eager to fast-track your career? Join our Accelerated Management Path—a dynamic, 12-month program built to cultivate the next generation of top-tier leaders. What We Offer: • Competitive base pay • Executive health benefits package •...
-
Financial Advisor Manager
6 days ago
Grand Rapids, MI, United States NYL - West Michigan Full timeReady to Lead? Step Into the Future of Leadership in Lansing, MI Are you a driven, leadership-oriented professional eager to fast-track your career? Join our Accelerated Management Path—a dynamic, 12-month program built to cultivate the next generation of top-tier leaders. What We Offer: • Competitive base pay • Executive health benefits package •...
-
Registered Client Service Associate
2 weeks ago
Grand Rapids, MI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role...
-
Registered Client Service Associate
2 days ago
Grand Rapids, MI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role...
-
Financial Planning Consultant, Tax Channel
1 week ago
Grand Rapids, MI, United States Cetera Financial Group Full timeJob Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax...
-
Financial Planning Consultant, Tax Channel
2 weeks ago
Grand Rapids, MI, United States Cetera Financial Group Full timeJob Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax...
