Financial Advisor

Company Description

Wealth Strategies Financial Group is dedicated to creating a professional environment rooted in high ethical standards. Our mission is to serve as a lifetime resource for clients, helping them achieve their professional, financial, and personal goals through personalized and comprehensive strategies. We are committed to excellent client service, which emphasizes meaningful and high-quality interactions. Our firm values community involvement, actively supporting organizations such as the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association. We operate in partnership with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC, offering a full range of brokerage and investment advisory services.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Southfield, MI, with the flexibility for occasional remote work. The Financial Advisor will engage clients to develop tailored financial strategies, provide guidance on retirement planning, and assist in managing investments. Day-to-day tasks include conducting financial analyses, meeting with clients to understand their goals, offering expert advice on financial products, and implementing customized solutions. The role emphasizes both relationship building and effective financial strategy development to enhance clients’ financial well-being.

Qualifications

• Expertise in Financial Planning, Finance, and Retirement Planning
• Strong knowledge of Investments and Financial Advisory practices
• Excellent interpersonal and communication skills
• Analytical and problem-solving skills to develop personalized financial solutions
• Proficiency in financial software and tools
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Certification as a Certified Financial Planner (CFP) or progress toward obtaining it is preferred
• Licenses such as Series 7 and 66, or willingness to obtain them, required