Experienced Financial Advisor
great lakes financial group of prudentialGrand Rapids, MI
Experienced Financial Advisor
great lakes financial group of prudentialGrand Rapids, MI
3 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other Insurance Related ActivitiesAbout the role
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications:
- Bachelor's degree in finance or related field 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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JOB OVERVIEW
Experience level
Senior
Location
Grand Rapids, MI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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