What are the responsibilities and job description for the Investment and Planning Specialist position at Advance Capital Management, Inc.?
The Investment and Planning Specialist role at Advance Capital Management, Inc. involves working closely with clients to understand their financial objectives and develop customized investment strategies. Your ability to communicate complex financial concepts in an approachable manner will be crucial in building strong relationships with our clients.
Duties:
- Analyze clients' financial situations and develop tailored investment plans
- Monitor and adjust investment portfolios as needed
- Foster strong relationships with clients through excellent communication and customer service
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field
- Series 65 license
- Strong analytical and problem-solving skills