Financial Advisor jobs in United States
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Bloom Advisors, Inc · 1 day ago

Financial Advisor

positionFarmington Hills, MI
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Bloom Advisors, Inc is a fiduciary financial advisory firm focused on providing exceptional service to clients. The Financial Advisor will support a diverse range of clients in achieving their financial goals through personalized planning and investment advice.

Financial Services

Responsibilities

Be a key member of our advisory team, providing financial planning and investment advice to our client base
Work closely with clients to fully understand their financial situation, provide solutions to achieve stated goals and objectives, and guide them through their unique journey
Conduct financial planning analyses for clients using our software (MoneyGuidePro)
Run reports for clients (using Black Diamond) and document client interactions in our CRM (Wealthbox)
Regularly contribute to our quarterly newsletter and online blog
Create presentations and host seminars / webinars with our many community partners

Qualification

Financial Advisor experienceSeries 65 licenseClient relationship managementGoals-based planningCertified Financial PlanningEstate planning experienceBachelor's degreeVerbal communication skillsWritten communication skills

Required

At least 5 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
Outstanding verbal and written communication skills
A valid and active Series 65 license is required
Must be able to be in-office 3 days / week

Preferred

Certified Financial Planning (CFP®) certification is preferred
Attorney with estate planning experience is a bonus
Bachelor's degree preferred

Benefits

Health insurance
401(k) match
Flexible work environment – hybrid in person / remote structure
Joining an excellent, experienced, and family-focused team
Flexible vacation package

Company

Bloom Advisors, Inc

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Bloom began in the summer of 1984 with the belief that world class financial advice should be accessible to hardworking people.
dateFounded in 1984
location
Farmington Hills, Michigan, US
people-size11-50 employees
web-link
http://www.bloomadvisors.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase