What are the responsibilities and job description for the Associate Financial Advisor position at Michigan Financial Companies?
Job Description:
Michigan Financial Companies is an independent financial services firm based in Southfield, Michigan, with approximately 100 independent advisors across 30 branch offices. We are looking for registered individuals who desire to be part of a team. We currently have a specific role with immediate availability on an advisory team based in Sterling Heights, MI. As an Associate Financial Advisor joining a team with an established advisor, you will take over part of a book of business and service clients with the same level of care and attention they have grown to expect from this team. Join our firm for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more! Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client. This full-time position will be housed in our Sterling Heights, MI office.
Objectives of this Role:
- Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth.
- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.
- Work closely with your paired advisor and administrative team to provide advice to clients in a manner consistent with the team's approach.
- Monitor market performance to develop and deliver investment advice and strategies accordingly.
- Utilize our seven step Platinum Advisory Process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments.
- Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly.
Skills and Qualifications:
- Bachelor's Degree in finance, economics or related field
- 5 years or more of experience in financial services
- Series 7 & 66 registered
- Personal integrity; ability to keep client and company confidences
- Self-motivated and driven to exceed expectations
- Enthusiasm to connect with your community and evolve connections into clients
- Desire to be part of a team
Preferred Qualifications:
- CFP designation
- Experience with financial planning software
- Experience with a CRM
Compensation: Base salary (based on experience) commissions. Benefits including health, vision, dental, short-term disability, long-term disability, term life insurance and 401(k).