Associate Financial Advisor

Immediately
Northern Financial Advisors
Richard Salmen
74 E Long Lake Rd Suite 200 Bloomfield Hills, MI 48304 Phone: 248-985-1632 Fax: 248-839-6321
richards@nfa1040.com
Email
Post Your Resume

Northern Financial Advisors, of Bloomfield Hills, Michigan, offers comprehensive fee-only financial planning that is tailored to meet the needs and achieve the goals of individuals and families at the various stages of their financial life. Our mission is to inspire people to follow their dreams with financial peace of mind.

We offer a dynamic, fast-paced, intellectually-stimulating work environment with significant opportunities for personal and professional advancement. We are looking for a bright, hard-working, goal-oriented, self-motivated professional individual. You will have the opportunity to learn the financial planning profession while working with an experienced team of financial advisors.

As an associate financial advisor, you will prepare client data ahead of meetings, participate in those meetings as part of a team with an advisor and follow up with clients to complete tasks after the meeting. This is a full-time, entry-level position that requires someone with the ability to learn quickly & pay attention to detail. Additional requirements:

• Bachelor’s degree required

• Willingness to continue education (to advance in your career a Certified Financial Planner™ or Enrolled Agent certification is mandatory)

• Great computer skills, especially Excel, Outlook, & internet research

• Ability to set priorities and efficiently manage time in order to meet deadlines

• A high level of integrity and ethics

Northern Financial Advisors offers competitive compensation that includes paid medical, life & disability insurance, as well as a 401k. Salary is negotiable based on experience.

Apply for this position by sending a cover letter detailing why you qualify for this position along with your resume to our CEO, Richard C. Salmen at richards@nfa1040.com.