What are the responsibilities and job description for the Wealth Management Advisor position at Advance Capital Management, Inc.?
As a Wealth Management Advisor at Advance Capital Management, Inc., you will have the opportunity to work with clients to create personalized financial plans that align with their goals and values. Your expertise in investment strategies and wealth management will be essential in helping our clients achieve financial security.
Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide ongoing financial guidance and support to clients
- Stay up-to-date with market trends and regulatory changes
Requirements:
- Bachelor's degree in Finance, Economics, or a related field
- Series 65 license
- Strong understanding of financial markets and investment products