Associate Financial Advisor

Clarity Group Midwest, LLC is a growing boutique investment firm looking to add to our team. We are seeking a full-time Associate Financial Advisor that is dedicated to serving and helping people. This individual will be a caring professional committed to collaborating with multiple team members and supporting a strong client-centered approach. The right candidate will be detail-oriented, organized & comfortable following processes, as well as adaptable to the changes of a people-focused business. The position is part of a structured career path where you own your business with the opportunity for potential ownership in the overall firm. Passion, energy, and financial planning knowledge combined with strong communication and relationship skills are essential for this role.

General Responsibilities:

• Build and manage a growing and profitable client base
• Financial plan creation including data input, plan review, qualitative summary, and presentation to client.
• Conduct planning, investment research and analysis for client recommendations
• Oversee preparation of proper planning agreements, forms, and applications for new client and existing client meetings.
• Serve as a back up to the Senior Advisors in communicating with clients.
• Assist Advisory Team with appointment follow up.
• Provide support on marketing efforts.
• Have Fun and never stop growing

Experience/Skills:

• Ability to work in fast paced environment and think clearly under pressure.
• Excellent teamwork, analytical, written and oral communication skills.
• Ability to generate precise work correctly and efficiently.
• Strong technology skills and expertise with industry related platforms, tools and resources.
• Ability to read and synthesize written information effectively and produce repeatable, high-quality results.
• Excellent organizational and time management skills
• A genuine interest in serving and caring for other people.
• Willingness to contribute outside of your job description when needed.
• Ability to handle multiple tasks and priorities simultaneously.
• Bachelor’s degree
• CFP or desire to acquire CFP.
• Series 7 & 66 preferred; minimum Series 6 & 63
• 3+ years of industry experience

Compensation: Negotiable based on experience

About Clarity Group Midwest

Clarity Group Midwest, LLC is dedicated to helping clients live inspired and retire confident through financial guidance that provides clarity, confidence, and control to live their one best financial life. We are focused on creating a client experience that develops life- long relationships. Our team of highly qualified professionals provides comprehensive financial planning focused on the specific needs and circumstances of our clients. Our array of services includes investment planning, estate planning, wealth transfer, retirement planning, tax planning, risk management, college planning, budgeting, benefits planning and more.