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Financial Advisor

Company: Michigan Financial Companies
Location: Southfield
Posted on: March 26, 2020

Job Description:

Job Description:At Michigan Financial Companies we are committed to securing every individual's immediate and long-term financial goals. MFC is looking for quality individuals with a passion for finance and helping others. As a Financial Representative, your role will be to educate, motivate and inspire your clients to take action in their financial strategy and to provide your clients with leadership and guidance towards a secure financial future. Becoming a Financial Representative is going into business for yourself, and it comes with all the independence and flexibility this implies. Join our team for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more! Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client.Objectives of this Role:-Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth-Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation-Build a business through prospecting and networking with the assistance of our firms marketing professionals-Monitor market performance to develop and deliver investment advice and strategies accordingly-Utilize the CFP seven step process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments-Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordinglySkills and Qualifications:-Bachelor's Degree in finance, economics or related field-Personal integrity; ability to keep client and company confidences-Proficient in Microsoft Office-Self-motivated and driven to exceed expectations-Enthusiasm to connect with your community and evolve connections into clients-Entrepreneurial spirit that gives you the freedom to manage your own business and ultimately, control of your income potentialPreferred Qualifications:-Current certificate of qualifications, which may include LAH, SIE, FINRA Series 6, 7, 63, 65, and 66 Securities Registration-1-2 years of financial industry experience-Knowledge of securities and insurance-Experience with financial planning softwareWhat Makes Us UNIQUE?Advisor Growth-Trusted Business Advisor Model: A unique, turn-key platform designed to create formal business relationships with key professional centers of influence.-Risk Management Unit: Assistance in reviewing your existing book of business for opportunities to recommend risk management alternatives to clients-Wealth Management: Robust, open-architecture platform for both strategist- and advisor-managed accounts-Teaming: Full training program to build inexperienced advisors and implement a team approach to your practice-Succession Planning: Assistance in both purchasing or selling books of businessLocal Team Committed to Advisor Success-Family-Oriented People & Culture-Support Systems: Dedicated staff members to assist your practice in each of the following areasMarketingBack OfficeFinancial PlanningPractice ManagementTransitionCompetitive Compensation-Payouts: Three compensation options tailored to fit your practice needs-Unified Grid: Wealth and protection compensation paid out at a unifed rate at higher production levels-Recognition: Annual recognition in nine various categories, with the ability to qualify for trips and conferences-Transition Compensation: In certain cases, compensation may be provided to experienced advisors during the initial transition

Keywords: Michigan Financial Companies, Southfield , Financial Advisor, Accounting, Auditing , Southfield, Michigan

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