What are the responsibilities and job description for the Financial Planning Expert position at Advance Capital Management, Inc.?
At Advance Capital Management, Inc., we strive to empower our clients to achieve their financial goals through personalized advice and tailored financial plans. As a Financial Advisor, you will play a vital role in helping our clients navigate their financial journeys.
Key Responsibilities:
- Develop and maintain long-term relationships with clients
- Provide personalized financial advice and create tailored financial plans
- Conduct regular reviews with clients to ensure their financial goals are being met
- Maintain the team's client service model, directing the onboarding processes, and deepening the client relationship with a subset of already established clients
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field
- Certified Financial Planner (CFP) designation preferred
- Series 65 license
- Strong knowledge of financial planning, and wealth management
- Strong relationship management skills