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Financial Advisor
Job in
Lansing, Ingham County, Michigan, 48900, USA
Listed on 2026-07-21
Listing for:
6AM City, LLC
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Job Description
We are seeking experienced and motivated Financial Advisors to join our team. The right candidate will have a long term focus on continuity and succession for both themselves and their clients. Local research, client focus, and adding value to the client experience are the cornerstones of the practice.
Visit our website at
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Review and communicate portfolio performances to clients
- Prepare, present and discuss financial goal planners
- Network and build relationships with new and existing client base
Qualifications:
- Min 5MM in current AUM
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical, critical thinking, and logic skills
- Excellent written and verbal communication skills
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