ASSOCIATE FINANCIAL ADVISOR

4 days ago

Troy, MI, United States Blumark Full time

Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.

About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You’ll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work.

Key Responsibilities:

  • Engage with clients to ensure they feel valued and connected to our financial planning process.
  • Participate in case studies to develop comprehensive financial planning advice.
  • Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios.
  • Help develop retirement and investment strategies tailored to client goals.
  • Observe meetings between senior advisors and clients.

Qualifications:

  • Bachelor’s degree in finance or related field (or equivalent experience).
  • FINRA SIE, Series 7, and Series 66 licenses, Michigan Life, Accident and Health.
  • Minimum 1 year in the financial services industry.
  • Progress toward CFP® or similar designation is a plus.
  • Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred).
  • Excellent organizational skills and ability to manage multiple priorities.
  • Strong communication skills, both written and verbal.

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