What are the responsibilities and job description for the Senior Financial Consultant position at Advance Capital Management, Inc.?
Company Overview
Advance Capital Management, Inc. is a fee-only Registered Investment Advisory (RIA) firm dedicated to helping individuals and families achieve their long-term financial goals. Our team of experienced advisors provides personalized financial planning and investment management services, ensuring our clients feel confident in their financial decisions.
Job Description
We are seeking a skilled Associate Financial Advisor to join our team in Independence, Ohio. The ideal candidate will possess a strong understanding of financial planning, investment strategies, and wealth management, with excellent relationship-building skills and the ability to communicate complex financial concepts effectively.
Key Responsibilities
- Develop and maintain long-term relationships with clients, providing tailored financial advice and creating comprehensive financial plans.
- Conduct regular reviews with clients to ensure their financial goals are being met and provide ongoing support and guidance.
- Maintain the team's client service model, directing the onboarding process and deepening client relationships.
- Support other advisors in developing and enhancing existing client relationships.
- Act as a key point of contact for clients, responding to requests and needs in a timely and professional manner.
- Prepare client meeting materials, including financial planning reports and investment performance analysis.
- Stay up-to-date with market trends and regulatory changes, ensuring compliance with internal guidelines and procedures.
