Financial Advisor - Southfield, MI

Only for registered members Southfield, MI, United States

1 month ago

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Job summary

This is a full-time hybrid role for a Financial Advisor based in Southfield MI with the flexibility for occasional remote work. The Financial Advisor will engage clients to develop tailored financial strategies provide guidance on retirement planning and assist in managing investments.

Qualifications

  • Expertise in Financial Planning Finance and Retirement Planning
  • Strong knowledge of Investments and Financial Advisory practices
  • Excellent interpersonal and communication skills
  • Analytical and problem-solving skills to develop personalized financial solutions/li>Proficiency in financial software and tools/li>Bachelor's degree in Finance Economics Business or a related field/li>Certification as a Certified Financial Planner CFP or progress toward obtaining it is preferred/li>Licenses such as Series 7 and 66 or willingness to obtain them required/ul>
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