What are the responsibilities and job description for the Associate Financial Advisor position at Imz Financial Services Inc?
Company Description
At IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.
Role Description
This is a full-time on-site role for an Associate Advisor at IMZ Financial Services Inc. The Associate Advisor will be responsible for personal financial planning, assisting with client meetings, notating/documenting, and assist with networking. This position does not require a book of business. Salary paid position, commission optional.
Qualifications
- CFP Designation
- Experience leading in client meetings
- Excellent analytical and problem-solving skills
- Effective communication and client relationship management abilities
- Detail-oriented with a focus on accuracy and compliance
- Minimum 2 years experience
Benefits
- 401k Safe Harbor
- Health Insurance
- Long Term Disability Insurance
