Financial Advisor

Profile

Are you a Financial Advisor that is looking to offer more to your clients while increasing your income potential?
Snelling has a great opportunity for the Financial Advisor that in interested in working with clients to help them achieve their financial goals
through education and advisement.
Responsibilities of the Financial Advisor:
Maintain and develop client relationships to understand risk tolerance, financial goals, and provide recommended financial advice according to client goals.
Analyze financial data from clients and from industry sources.
Prepare and interpret financial documents to present plans to clients
Manage client portfolios.
Contact clients regularly to answer questions, and discover changes in their financial status.
Requirements of the Financial Advisor:
2 years minimum financial advisor experience
Bachelors degree in business, finance or related field
Current FINRA Series 6, 63 and 65 (7 and 66 preferred)
Life and health license
Knowledge of mutual fund, securities, and insurance industries
Proficient in Word, Excel, Outlook
If you are a Financial Advisor who is an analytical thinker with good communication, computer and interpersonal skills with sound financial industry knowledge we would love to talk to you further about this great opportunity!
LOCATION
Hudsonville, Michigan 49426
PAY
$50000

Company info

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