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Financial Advisor

JOB DESCRIPTION

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 Yearly

APPLY FOR JOB

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