Wealth Strategies Financial Group
Financial Advisor
Wealth Strategies Financial Group, Southfield, Michigan, United States, 48076
Company Description
Wealth Strategies Financial Group is dedicated to creating a professional environment rooted in high ethical standards. Our mission is to serve as a lifetime resource for clients, helping them achieve their professional, financial, and personal goals through personalized and comprehensive strategies. We are committed to excellent client service, which emphasizes meaningful and high‑quality interactions. Our firm values community involvement, actively supporting organizations such as the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association. We operate in partnership with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC, offering a full range of brokerage and investment advisory services.
Role Description This is a full‑time hybrid role for a Financial Advisor, based in Southfield, MI, with the flexibility for occasional remote work. The Financial Advisor will engage clients to develop tailored financial strategies, provide guidance on retirement planning, and assist in managing investments. Day‑to‑day tasks include conducting financial analyses, meeting with clients to understand their goals, offering expert advice on financial products, and implementing customized solutions. The role emphasizes both relationship building and effective financial strategy development to enhance clients’ financial well‑being.
Qualifications
Expertise in Financial Planning, Finance, and Retirement Planning
Strong knowledge of Investments and Financial Advisory practices
Excellent interpersonal and communication skills
Analytical and problem‑solving skills to develop personalized financial solutions
Proficiency in financial software and tools
Bachelor’s degree in Finance, Economics, Business, or a related field
Certification as a Certified Financial Planner (CFP) or progress toward obtaining it is preferred
Licenses such as Series 7 and 66, or willingness to obtain them, required
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
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Role Description This is a full‑time hybrid role for a Financial Advisor, based in Southfield, MI, with the flexibility for occasional remote work. The Financial Advisor will engage clients to develop tailored financial strategies, provide guidance on retirement planning, and assist in managing investments. Day‑to‑day tasks include conducting financial analyses, meeting with clients to understand their goals, offering expert advice on financial products, and implementing customized solutions. The role emphasizes both relationship building and effective financial strategy development to enhance clients’ financial well‑being.
Qualifications
Expertise in Financial Planning, Finance, and Retirement Planning
Strong knowledge of Investments and Financial Advisory practices
Excellent interpersonal and communication skills
Analytical and problem‑solving skills to develop personalized financial solutions
Proficiency in financial software and tools
Bachelor’s degree in Finance, Economics, Business, or a related field
Certification as a Certified Financial Planner (CFP) or progress toward obtaining it is preferred
Licenses such as Series 7 and 66, or willingness to obtain them, required
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
#J-18808-Ljbffr