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Financial Advisor
Financial AdvisorMixed Staffing and Recruiting • Portage, MI, US
Financial Advisor

Financial Advisor

Mixed Staffing and Recruiting • Portage, MI, US
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Job Description

Job Description

Financial Advisor – Direct Hire Role

Salary : $90-$120,000+

Benefits : Health insurance, retirement, Holiday and PTO

Purpose : We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives

Responsibilities :

  • Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
  • Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
  • They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
  • They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
  • Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.

Requirements

  • Bachelor's Degree in finance, economics, accounting or business administration
  • Series 7 and Series 66 (or Series 63 and Series 65)
  • Book of business available to transfer
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