THG Financial Strategies, LLC · 1 week ago
Financial Advisor
United States
Full-time
Remote
Mid LevelTHG Financial Strategies is dedicated to providing industry leading compensation and empowerment for experienced insurance and financial advisors. The Financial Advisor will work closely with clients to provide tailored financial planning and advisory services, assessing client financial goals and developing personalized strategies with the planning team.
Financial ServicesInsurance
Responsibilities
Assessing client financial goals
Developing personalized strategies with the assistance of our planning team
Monitoring financial plans to ensure long-term success
Building strong client relationships
Staying informed of market trends
Collaborating with team members to deliver high-quality financial solutions
Qualification
Required
Experience in Financial Planning and Retirement Planning
Strong knowledge of Finance and Investments
Proven ability in Financial Advisory and client relationship building
Excellent communication, analytical, and problem-solving skills
Securities licensing or a willingness to become securities licensed
Ability to work independently in a remote environment
Preferred
Relevant certifications such as CFP, CFA are a plus
Company
THG Financial Strategies, LLC
THG Financial Strategies, a General Agency of the companies of One America.
Founded in 2008
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jonathan Corteen
CEO
Daniel Richmond
VP - Michigan
Company data provided by crunchbase