Experienced Financial Advisor

Posted 3 days ago

great lakes financial group of prudentialGrand Rapids (MI)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities:

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualifications:

Bachelor's degree in finance or related field 5+ years of industry experience
Strong understanding of the investment business
Excellent interpersonal skills

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.