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Associate Financial Advisor
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$80,000 - $90,000 a year
Full-time
- Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.
- The Associate Advisor works with the Advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and supporting the implementation of financial plans.
- Prepare client meeting materials including financial planning, asset allocation, and investment performance reports.
- Assist the Senior Advisor in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
- FINRA series 7, 66 (or 65,63)
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