Financial Advisor with Series 65

Company: Safe Future Financial
Location: Novi
Posted on: May 7, 2022

Job Description:

Job Description We are seeking a Financial Advisor With Series 65 to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base --- Qualifications: Previous experience in banking, financing, or other related fields Familiarity with investment products and services Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills Company Description CEO Joe Uppleger, Host of Safe Money Radio. We work with safe money options for retirement income to help people grow their savings without the worry of loss when the stock market drops and markets crash.

Keywords: Safe Future Financial, Novi , Financial Advisor with Series 65, Accounting, Auditing , Novi, Michigan