great lakes financial group of prudentialGrand Rapids, MI
Experienced Financial Advisor
Experienced Financial Advisor
Experienced Financial Advisor
great lakes financial group of prudentialGrand Rapids, MI
3 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other Insurance Related Activities
Apply for this role →The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications:
- Bachelor's degree in finance or related field 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Also on the board Same function, level within a rung
Level
Senior
Location
Grand Rapids, MI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago