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Financial Advisor

Michigan Financial Companies

This is a Full-time position in Southfield, MI posted March 27, 2021.

nn Job Description: nn nnAt Michigan Financial Companies we are committed to securing every individual’s immediate and long-term financial goals.

MFC is looking for quality individuals with a passion for finance and helping others.

As a Financial Representative, your role will be to educate, motivate and inspire your clients to take action in their financial strategy and to provide your clients with leadership and guidance towards a secure financial future.

Becoming a Financial Representative is going into business for yourself, and it comes with all the independence and flexibility this implies.

Join our team for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more!

Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client.nn nn n nn nn Objectives of this Role: nn nn-Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealthnn nn-Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situationnn nn-Build a business through prospecting and networking with the assistance of our firms marketing professionalsnn nn-Monitor market performance to develop and deliver investment advice and strategies accordinglynn nn-Utilize our seven step Platinum Advisory Process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustmentsnn nn-Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordinglynn nn n nn nnSkills and Qualifications:nn nn n nn nn-Bachelor’s Degree in finance, economics or related fieldnn nn-Personal integrity; ability to keep client and company confidencesnn nn-Proficient in Microsoft Officenn nn-Self-motivated and driven to exceed expectationsnn nn-Enthusiasm to connect with your community and evolve connections into clientsnn nn-Entrepreneurial spirit that gives you the freedom to manage your own business and ultimately, control of your income potentialnn nn n nn nnPreferred Qualifications:nn nn-Current certificate of qualifications, which may include LAH, SIE, FINRA Series 6, 7, 63, 65, and 66 Securities Registrationnn nn-1-2 years of financial industry experiencenn nn-Knowledge of securities and insurancenn nn-Experience with financial planning softwarenn nn n nn nn What Makes Us UNIQUE?

nn nn n nn nn Advisor Growth nn nn -Trusted Business Advisor Model: A unique, turn-key platform designed to create formal business relationships with key professional centers of influence.nn nn -Risk Management Unit: Assistance in reviewing your existing book of business for opportunities to recommend risk management alternatives to clientsnn nn -Wealth Management: Robust, open-architecture platform for both strategist
– and advisor-managed accountsnn nn -Teaming: Full training program to build inexperienced advisors and implement a team approach to your practicenn nn -Succession Planning: Assistance in both purchasing or selling books of businessnn nn n nn nn Local Team Committed to Advisor Success nn nn -Family-Oriented People & Culture nn nn -Support Systems: Dedicated staff members to assist your practice in each of the following areas nn Marketing Back Office Financial Planning Practice Management Transition nn n nn nn Competitive Compensation nn nn -Payouts: Three compensation options tailored to fit your practice needsnn nn -Unified Grid: Wealth and protection compensation paid out at a unifed rate at higher production levelsnn nn -Recognition: Annual recognition in nine various categories, with the ability to qualify for trips and conferencesnn nn -Transition Compensation: In certain cases, compensation may be provided to experienced advisors during the initial transitionnn

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