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Investment Advisor (246-7)
Grand Blanc, MI
Generous base salary + discretionary bonus
Independent fee-only Registered Investment Advisor is seeking an investment
professional interested in a rewarding career opportunity as a Financial
Advisor. The position will consist of developing new and managing existing
client relationships. The role is very client-relationship focused with no
product sales or quotas to meet.
Develop new client relationships
Manage existing relationships
Conduct ongoing client contact and communications
Understand and communicate clients’ goals
Simplify complicated financial concepts for clients
Ensure firm is meeting the clients’ broad range of financial needs
Bachelors degree in finance or business preferred
3+ years experience in the investment/finance industry
Masters degree preferred
Solid understanding of financial markets and investment products
Industry-related designations such as CFP, CFA or CPA preferred
Experience with custodial trading platform (Portfolio Center, Plan Builder,
Strong working knowledge of MS Excel required
Previous experience in investment analysis, portfolio management, trading,
operations and information technology
Ability to communicate complex issues simply
Ambition, high energy and strong desire to succeed
Excellent communication and relationship-building skills
High degree of personal integrity
Ability to be innovative and creative while managing conflicting priorities
Alternative Investments // Asset Management // Banking // Broker Dealer // Sales and Marketing