J2 Capital Management
Company Description
J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2 offers a unique advantage by keeping all expertise in-house. This approach provides a higher level of visibility into asset needs and better service, reducing costs and increasing insight. Founded to help clients navigate uncertain markets, reduce risk, and plan for a sound future, J2 tailors comprehensive investment advice to each client's specific needs. J2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit https://j2cm.com/. Role Description
This is a full-time on-site role for a Financial Advisor located in Troy, MI. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advice. Day-to-day tasks include assessing clients' financial needs, developing tailored financial strategies, managing investment portfolios, and offering ongoing advisory support to help clients achieve their financial goals. You will also have other roles in the firm that could include trading and compliance tasks. No current AUM is necessary, only a strong work ethic and a can-do attitude. Qualifications
Financial Planning and Retirement Planning skills Finance and Investments skills Experience in Financial Advisory roles Strong analytical and communication skills Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or CFA are preferred Ability to work on-site in Troy, MI Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Investment Management
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J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2 offers a unique advantage by keeping all expertise in-house. This approach provides a higher level of visibility into asset needs and better service, reducing costs and increasing insight. Founded to help clients navigate uncertain markets, reduce risk, and plan for a sound future, J2 tailors comprehensive investment advice to each client's specific needs. J2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit https://j2cm.com/. Role Description
This is a full-time on-site role for a Financial Advisor located in Troy, MI. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advice. Day-to-day tasks include assessing clients' financial needs, developing tailored financial strategies, managing investment portfolios, and offering ongoing advisory support to help clients achieve their financial goals. You will also have other roles in the firm that could include trading and compliance tasks. No current AUM is necessary, only a strong work ethic and a can-do attitude. Qualifications
Financial Planning and Retirement Planning skills Finance and Investments skills Experience in Financial Advisory roles Strong analytical and communication skills Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or CFA are preferred Ability to work on-site in Troy, MI Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Investment Management
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