Financial Advisor - Grand Rapids, MI

Advisor Employee Services

Posted on : 04-08-2025

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1 Vacancy

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Job Location

Grand Rapids, MI - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 04-08-2025

Job Description

Financial Advisor

Are you looking to expand your career and to be part of a successful team Are you driven self-motivated and customer focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Our well-established and growing financial firm in Grand Rapids MI is seeking to add a Financial Advisor to our Team!

The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. Initial duties include working alongside the main Advisor servicing existing clients making active outbound calls to set appointments with prospects and existing clients client relationship building and participation in public seminars to include introducing the main Advisor.

Key Traits:

Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Excellent customer service skills

Minimum Requirements:

2 years of financial services experience with an emphasis on sales
Life Insurance Licensed; Series 65
Strong organizational prioritization interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook Excel Word and Power Point)
Experience with Redtail/CRM preferred but not required

Position Responsibilities:

Prepare present and implement customized financial plans
Assist clients with annuities life long-term care and managed money
Provide financial planning advice to include investment insurance and retirement
Develop manage and retain strong client relationships
Assist main Advisor with meeting individual and team goals

Hours

8:00am-4:30pm
Some evenings required for client events

Salary

$70000

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Required Experience:

Unclear Seniority

Employment Type

Advisor

Company Industry

Key Skills

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About Company

Advisor Employee Services

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Financial Advisor - Grand Rapids, MI

Advisor Employee Services

Job Description

Employment Type

Company Industry

Key Skills

About Company

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