What are the responsibilities and job description for the Financial Advisor position at Wealth Strategies Financial Group?
Company Description
Wealth Strategies Financial Group is dedicated to creating a professional and ethical business environment, focusing on recruiting experienced sales professionals to serve clients. Our agency emphasizes developing marketing plans to support representatives in reaching their career goals and providing exceptional customer service. We strive to be a lifelong resource for our clients, offering personalized financial solutions to help them succeed in all aspects of their lives. Our firm values community involvement and supports organizations like the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association.
Role Description
This is a full-time hybrid role for a Financial Advisor at Wealth Strategies Financial Group in Southfield, MI, with some work from home flexibility. The Financial Advisor will be responsible for financial planning, retirement planning, investment recommendations, and providing financial advisory services to clients on a daily basis.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Strong understanding of Financial Advisory
- Professional certifications such as CFP, CFA, or relevant licenses
- Exceptional communication and interpersonal skills
- Ability to analyze and interpret financial data accurately
- Experience in a similar role within the financial services industry
- Bachelor's degree in Finance, Economics, Business, or related field