What are the responsibilities and job description for the Financial Advisor position at Zhang Financial?
Company Description
Zhang Financial, with over $6 billion in assets under management, sets a new standard for your finances. Established three decades ago, Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. The firm's comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.
Role Description
This is a full-time on-site Financial Advisor role located in the Greater Kalamazoo Area. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment, and financial advisory services to clients on a day-to-day basis.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments knowledge
- Experience in providing financial advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work well in a team environment
- Certified Financial Planner (CFP) or CPA or CFA.
- Bachelor's degree