Associate Advisor

Brighton, Michigan

|

Full Time

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.

The Associate Advisor is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, client services, event hosting, and financial planning tasks.

Foguth Financial Group values each team member’s contribution and invests in employee career advancement. Therefore, financial services experience is not required for the right candidate.

Daily activities will include:

Assist advisors as the primary point of contact for client requests including trading, distribution/contribution requests, withdrawals, and all other servicing needs
Ensure all client service requests are processed quickly and accurately
Enter client data into financial planning and investment proposal software and work with the financial planning and wealth management teams to prepare proposals and plans
Prepare client reports and/or required paperwork for client meetings and client onboarding
Monitor and track follow-up items to ensure timely completion and ensure no requests are overlooked
Leverage firm resources and technology to increase efficiency and scalability
Assist clients in setting up online access and ensure they are receiving the intended client experience
Setup, host, and attend educational workshops and seminars (Some evenings required)

Desired Skills include:

Must be able to become proficient in the use of technology
Solid communication, relationship building, and analytical skills
Demonstrate strong attention to detail
Effective and efficient time management
Data entry

Desired Licensure:

Series 65
Michigan Life and Health License

Please send all inquiries to:

Lisa Cheresko, Director of Operations

lisa@foguthfinancial.com

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Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3, as well as are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. Insurance products are offered only by duly licensed individuals and are not offered through FWM. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

This material includes links to independent, third-party websites that are not affiliated with or controlled by Foguth Wealth Management, LLC or Foguth Financial Group, together referred to as “Foguth Affiliates.” When you follow a link to one of these sites, the Foguth Affiliates can not warrant the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.