Junior Financial Advisor

360 Financial Group is dedicated to helping clients protect and grow their wealth for retirement. We provide financial strategies that allow clients to achieve stock market-based growth while minimizing risks during market downturns. Our mission is to offer peace of mind and financial security, delivering tailored solutions to align with each client’s financial goals. We are committed to making a positive impact in the lives of our clients by securing their financial futures.

The Junior Financial Advisor is a full-time, on-site role based in Livonia, MI. In this role, you will support clients by assisting in financial planning, retirement strategies, and investment guidance. Responsibilities include analyzing clients’ financial situations, developing personalized financial plans, and providing advice on achieving their long-term financial goals. Additionally, you will collaborate with senior advisors to deliver outstanding service and develop effective financial strategies.

• Knowledge and skills in Financial Planning and Financial Advisory
• Experience with Retirement Planning and Investments
• Strong foundation in Finance with the ability to analyze and interpret financial data
• Excellent interpersonal and communication skills for client relationship management
• Detail-oriented, organized, and self-motivated with the ability to work independently
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications (e.g., Series 7, Series 65, or CFP) are a plus