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Farmington

    Associate Financial Advisor - Farmington, United States - GLP Financial Group

    GLP Financial Group
    GLP Financial Group Farmington, United States

    4 weeks ago

    Default job background
    Accounting / Finance
    Description

    Company Description

    GLP Financial Group is a full-service financial group that has been in business for over 50 years. Initially focused on retirement needs of educators, the company has grown to provide comprehensive financial services to anyone seeking help with their financial future. The company prides itself on putting clients first, taking the time to truly understand the needs and goals of each client, and educating clients on the different tools and strategies available to help them achieve their financial goals at every stage of life. GLP Financial Group is located in Farmington, MI, with some flexibility for remote work.

    Role Description

    The Associate Financial Advisor role is a full-time hybrid position, located in various office throughout the state of Michigan, with some flexibility for remote work. The Associate Financial Advisor will work closely with Senior Financial Advisors to provide comprehensive financial planning services to clients. Day-to-day tasks include developing customized financial plans and strategies for clients, monitoring investment performance, and recommending investments and other financial products to clients. The Associate Financial Advisor will also assist with client communication and education.

    Qualifications

    • Financial Planning and Financial Advisory skills
    • Experience in Finance, Retirement Planning, and Investment Management
    • Demonstrated ability to develop customized financial plans and strategies
    • Strong analytical and problem-solving skills, with attention to detail
    • Excellent communication and interpersonal skills
    • Series 6 or 7 and 63 licenses or willingness to obtain them
    • Bachelor's degree in Finance, Economics, Accounting, or related field
    • Life Insurance License
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