Financial Advisor
Engage Employment SolutionsMichigan, United States
Posted May 27, 2022
Full Time
About the Company
VantagePointe Financial Group provides quality financial guidance, builds relationships of trust, and develops innovative solutions to help clients achieve their financial dreams and goals.
Job Description
Financial Advisor position at VantagePointe Financial Group, helping clients reach their goals by developing and implementing financial plans. The position offers flexibility to build own practice with support from a team of experts. Responsibilities include individualized needs analysis, delivering recommendations, and meeting sales goals.
Requirements
- 2 years of experience in the financial industry
- Series 7, 63 & 65 or 66 licenses
- Book of business
- Trust/fiduciary product, financial planning, managed accounts or insurance experience
- Excellent Sales and Customer Service Skills
- Analytical and reporting skills
- Attention to detail and good time management skills
Benefits
- Starting Base Salary plus Commission Splits
- IRA and Health Benefits
- Office Space
- Marketing Materials
- Financial Planning Software
- Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website
