What are the responsibilities and job description for the Job Title position at AnchorPointe Wealth Advisors?
Company Description
AnchorPointe Wealth Advisors operates as a trusted financial services provider, offering securities and advisory services through Cetera Wealth Services LLC and Cetera Investment Advisers LLC, respectively. Both entities are members of FINRA/SIPC, with Cetera functioning under separate ownership from other named entities. The firm is based in Rochester, MI, and emphasizes a client-first approach to wealth management, serving as a reliable partner for individuals and businesses seeking financial guidance. AnchorPointe is dedicated to helping clients achieve their financial goals through personalized, expert advice.
Role Description
This is a full-time, on-site role located in Rochester, MI. The role involves supporting the daily operations and functions of AnchorPointe Wealth Advisors, collaborating with team members to provide high-quality financial services to clients. Day-to-day tasks include assisting with financial analysis, client communication, report preparation, account management, and implementing financial planning strategies. The role requires maintaining attention to detail, managing multiple priorities, and upholding the company's commitment to excellent client service.
Qualifications
- Financial analysis, data interpretation, and financial planning skills
- Strong written and verbal communication, with client service expertise
- Organizational skills, attention to detail, and ability to manage multiple tasks
- Proficiency in office software and financial management tools
- Ability to work collaboratively in a professional office environment
- Bachelor’s degree in finance, business, or a related field (preferred)
- Prior experience in financial services or wealth management is a plus
- Commitment to ongoing professional growth and learning