Entry-Level Associate Financial Planner
VFG Associates
- Livonia, MI
- Permanent
- Full-time
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
At VFG Associates, we prioritize taking care of clients, which is evident from being a family-owned and operated business for over 55 years. Unlike other firms that focus on a single discipline, our office boasts decades of experience in retirement, legacy planning, insurance, budgeting, business planning, financial consulting, long-term care planning, and estate planning for clients.