Secure Financial Services, Inc · 1 day ago
Financial Advisor
MI
Full-time
Onsite
Entry, Mid Level
$70K/yr - $150K/yr
2+ years expSecure Financial Group is a well-established, growth-oriented financial services firm focused on helping clients build, manage, and protect their wealth. They are seeking an experienced Financial Advisor to provide comprehensive financial planning and investment management while maintaining strong client relationships and contributing to team growth initiatives.
ConsultingFinancial ServicesLegal
Responsibilities
Provide comprehensive financial planning and investment management to clients
Build and maintain strong client relationships through regular communication and reviews
Present customized financial strategies to help clients achieve their goals
Collaborate with internal teams for insurance, retirement, estate, and tax strategies
Stay up-to-date on market trends and regulatory developments
Actively contribute to team and firm growth initiatives
Qualification
Required
Minimum 2 years of experience in financial planning or a related advisory role
Life & Health Insurance License (Required)
Proven ability to manage and grow client relationships
Strong communication and presentation skills
Ability to work independently and within a team
Preferred
Series 65 (Preferred, or willingness to obtain)
Benefits
Bonus opportunities
Commission pay
Financial planning services
Flexible schedule
Professional development assistance
Company
Secure Financial Services, Inc
Secure Financial Services, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Bushey
Founder/CEO
Company data provided by crunchbase