Financial Advisor- Midwest Financial Advisors- Bloomfield Hills

Location
Bloomfield Hills, Michigan
Salary
Salary Commiserate with Experience + Bonus
Posted
September 05 2018
Industry
Securities

Midwest Financial Advisors (MFA) Group is a $300MM independent wealth management financial advisory firm that develops lifelong relationships with its clients in helping them achieve their financial goals throughout every stage of life - from financial earnings and acquisition, to financial independence throughout retirement, to the distribution of wealth. MFA is based in Bloomfield Hills, MI and has recently acquired an existing practice in Northfield, Illinois.

Job Description:

A financial planning company serving high net worth individuals is looking for a full-time experienced CFP®, who loves to work directly with families, successful men and women, and business owners to help them build their wealth to achieve financial independence. If your dream job is to work on a team, in a fast-paced boutique firm, to design life plans for clients, and to help them achieve their life goals, please send us your resume.

Responsibilities:

  • Receive inbound calls from clients; research and follow-up with appropriate response.
  • Perform client portfolio review meetings, client strategy calls, financial analysis, financial plan preparation, running reports, investment research and analysis.
  • Develop a long term financial strategy for each client.
  • Prepare financial reviews and summaries in preparation for client meetings
  • Assist with other duties and projects as assigned.

Requirements

  • Bachelor’s Degree required.
  • 5+ years work experience in securities or service-related industry.
  • Series 7, 63, 66 and/or CFP certification will be required.
  • Ability to work well in a team-based environment.
  • Ability to analyze and comprehend financial data.
  • Must be able to positively and enthusiastically engage with different types of people.

Compensation

  • Salary Commiserate with Experience + Bonus
  • Possible Equity Ownership Opportunity

Apply for Financial Advisor- Midwest Financial Advisors- Bloomfield Hills

Already uploaded your resume? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left

All questions are required

Do you currently have a 65/66 FINRA License?


Marketing Communication

We'd love to send you information about Jobs and Services from BROKERHUNTER.com by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.


When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on BROKERHUNTER.com you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs